Solution introduction
Interact with clients, advisers, employees and third parties with fully customised portals and chatbots
Clients use FundSense to communicate with target audiences with portals and chatbots tailored to exact requirements. These solutions connect directly to the FundSense platform, ensuring the seamless transfer of information to the appropriate stakeholders with full governance/audit trails
Use FundSense to:
- Provide/receive data and documents seamlessly, with tasks created for internal teams as needed.
- Communicate directly with third parties including vendors, administrators and legal firms.
- Create chatbots for client interaction or to assist employees with any tasks and processes.
- Build engaging intranet or internet sites for staff or customers.
