DealCloud vs Leap Work

The DealCloud mobile app brings the power of DealCloud to the palm of your hand. ***360-degree meeting overviews: The mobile app provides dealmakers with a single point of reference for reviewing and prepping for meetings, and the ability to log notes afterward. The new version allows users to link their work calendars to the mobile app and get a 360-degree overview of any meeting. iOS users will also be able to sync meetings directly to DealCloud. Once synced, users will be able to log their meeting notes directly into the app. ***Access to all DealCloud web content: Users can now access all of their reports, dashboards, charts, grids, lists, views, and template reports from within the app. They can also search for all DealCloud data from within the app and filter results to quickly narrow them down. ***Configurable user experience: Within Edit mode, admins can reorder or hide/show widgets from the web on mobile app dashboards and detail page tabs. ***Notifications: Push notifications ensure users receive updates and task reminders on their phones, directly in the app. ***Business card scanner: Users can scan a business card, automatically extract its information, and not only add that information to their contact list but also retrieve information from DealCloud about that individual or their firm.

Ensure governed, compliant, and secure business communication with Leap Work by LeapXpert—the responsible business communication pioneer. SEAMLESS CLIENT COMMUNICATION Engage with clients on their preferred messaging channels, including WhatsApp, iMessage, SMS, WeChat, Signal, and LINE, enabling seamless and uninterrupted interactions. SINGLE EMPLOYEE INTERFACE Simplify communication by providing employees with a single, unified application, Leap Work, allowing them to manage conversations across multiple channels efficiently. MULTIMEDIA MESSAGING Send and receive text, images, emojis, files, and more effortlessly, enhancing the richness and clarity of client communications. RICH COMMUNICATION FLOWS Support individual, group, and broadcast conversations between employees and clients, promoting collaborative engagement and swift decision-making. REAL-TIME GOVERNANCE AND SECURITY Maintain ownership, control, and security over all enterprise communication data, ensuring adherence to corporate data governance and security policies. INTEGRATED WITH THE LEAPXPERT COMMUNICATIONS PLATFORM Leap Work is part of The LeapXpert Communications Platform, promoting messaging as a formal business communication channel with full governance, security, and compliance. COMPLIANT WITH INDUSTRY REGULATIONS Capture client conversations to meet recordkeeping requirements from industry regulators such as the SEC, FINRA, ESMA, and others. Experience the future of business communication with Leap Work—the robust employee application for governed, compliant, and secure client messaging.