Our products

Empower

this platform includes the best tooling available for enhancing the base Azure platform, combined with ongoing support from the most awarded analytics team in the business, accelerating your team’s ability to drive better business decisions. Features include:

• Data Acquisition System
• Mapping Engine
• Industry-specific Data Models
• Analytics Catalog
• Observe

Engage for Asset Management

A centralized, 360-degree view of your key relationships including client, consultant, custodian, as well as core service providers and core relationships across other supported distribution channels.

• Consultant Relations
• Institutional & Intermediary Relationship Management
• Dependable Data for Accurate Reporting
• Document Management & Reporting
• Relationship Management

Engage for Banking

The plug-and-play solution helps you better understand, track, and manage your relationships with customers and prospects so you win more business and improve customer loyalty.

• Retail Banking
• Commercial Banking
• Wealth Management
• Loan Origination & Servicing
• Marketing Automation

Engage for Credit Unions

With this 360-degree view of member data, you can better engage with members and the community and provide more responsive service.

• Member Management
• Business Development
• Member Service
• Loan Origination & Servicing
• Marketing Automation

Engage for Equipment Dealers

Are you missing out on revenue opportunities, facing longer and more complex sales cycles, increased equipment downtime and service costs, and dissatisfied customers? Simplify your sales, equipment, and service processes.

• Sales Management
• Service Management
• Relationship Management

Engage for Health Plans

Our solution enables you to focus on all aspects of your business and the customer lifecycle, from relationship and engagement management to business development.

• Quote to Card
• Group Plan Administration
• Distributor Relationship Management
• Member Care
• Provider Services
• Member Integration Toolbox

Engage for Insurance

The solution enables you to focus on all aspects of the insurance business and the customer lifecycle, from relationship and engagement management to business development.

• Distribution Relationship
• Risk Management
• Direct Channel Management
• Producer Productivity Suite
• Policy Integration Toolbox

Engage for Investment Banking

he customized solution allows you to more easily track and manage contacts and relationships across multiple engagement roles, including sponsors, clients, investors, and legal and professional advisory.

• Track, manage, and understand
• Unified tools
• Secure, managed access

Engage for Private Equity

Improve efficiency and intelligence throughout the investment lifecycle, from finding and evaluating opportunities, raising funds and working to the deal, to managing investments and providing transparency to every stakeholder.

• Advanced Relationships
• Business Development
• Deal Management
• Investor Management

Engage for Wealth Management

To better compete today’s wealth advisors need to build trust and meet high customer expectations with personalized service, compelling communications, and informed and timely decisions.

The solution includes:

• Advisor-client relationship module
• Client service module
• Business development module

Dynamics 365 Tools

A quick and affordable way to protect that investment against the negative effects of inefficient integrations, constant platform release cycles, and changing business needs.

• Shortcut costly add-ons and complex integrations
• Automate software releases and upgrades
• Simplify rule and code changes

Extended Field Service

Take Microsoft Dynamics 365 for Field Service to a whole new level. Prebuilt functionality designed specifically for the unique needs of field service organizations.

• Move from a cost center to a profit center
• Increase efficiency and customer service
• Transform your service model from a traditional reactive model to a predictive and proactive model
• Improve visibility into operations and personnel activities

IoT Service Hub

Delivering autonomous predictive service capabilities, the solution intelligently predicts failures, initiates corrective actions, and facilitates the repair process—all to prevent the failures before they occur.

• Increase equipment uptime
• Improve service delivery
• Create new service revenue streams

IoT for Worker Safety

Help protect your workers well-being and ensure the safety of equipment and work environments by gathering data at the edge, then using artificial intelligence to provide real-time visibility, actionable insights, and alerts.

• Improves worker safety
• Creates a safer workplace
• Supports safety initiatives

Order Management Suite

To give customers the personalized experience they expect — and to get the most business value from an online presence—retailers need to take their ecommerce system to the next level.

• Expand your customer reach
• Build stronger customer relationships
• Personalize the customer journey
• Improve customer service and retention