CloudTalk Go vs GeoWealth

Stay connected to your customers while on the go. CloudTalk Go lets you have a first-rate international call center in your pocket. Handle calls and get business done anywhere, anytime. CloudTalk Go is a flexible solution custom-made to fit your needs. Make and receive calls using a powerful call center software that’s connected to your favorite business tools, including CRM and helpdesk solutions. Whether you receive a high volume of calls or just a few, CloudTalk will fully adapt to your business’s requirements. Transform your productivity with CloudTalk Go’s contact management Features: - World-class design - Native calling experience - SMS with templates - MMS with templates - WhatsApp Inbound Messages - Call transferring - Emotion rating - Contact tags - Call notes - Voicemail - Call tracking - Call recording - Call summary - Call history - Improved filtering - Contact overview - Mute function, on-hold option, loudspeaker - Add/Edit Contacts International Numbers Acquire international numbers from 160 countries. Advanced Integrations CloudTalk Go records and syncs everything. It's backed up by all your favorite tools. Your call activity is tracked even when you aren’t actively working. Once you come back, you can use advanced call center analytics to measure customer communication. Intuitive design CloudTalk Go has a world-class design that is pleasing to navigate through. Plus, it fits right in your pocket. Categorize Your Calls Improve user and operator experience with advanced call monitoring and efficient statistical tools. Assign individual tags, notes, and emotion ratings for your customers. Advanced Features CloudTalk is constantly upgrading and improving to meet the demands of our users. Instant Access from Anywhere Get business done from wherever you are. The CloudTalk system is extremely easy to set up. You can start handling phone calls in less than 5 minutes. Flexibility and Scalability With CloudTalk, it's easy to manage both a high and low volume of calls. Quickly scale up or down to meet demand. Guaranteed Security 24/7 monitoring, data encryption, anonymity, and data erasing are guaranteed by default. Convenient Billing Model No expenses are incurred by installation. Hardware and license fees are applicable in certain cases. Sign up for CloudTalk Go at https://www.cloudtalk.io/signup/.

This app is designed exclusively for Financial Advisors that utilize the GeoWealth platform and their clients. View consolidated investment information and documents on the go with GeoWealth’s app. As a Financial Advisor, View your Assets Under Management, Asset Flows and trading Service Requests across your book of business Access your Households, Clients, Prospects, and Groups and all related Account details, including asset allocation, performance, portfolios, holdings, and transactions Search across Households, Clients, Prospects, and Groups to view contact information and access each contact’s documents As a Client of a Financial Advisor that uses GeoWealth: View your Account details, related activity, and performance information See asset allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app Access documents shared to you by your Financial Advisor GeoWealth’s app is only available by invite from your Financial Advisor. If you already have access, download the app and log in to get started today.= ABOUT GEOWEALTH GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Learn more at geowealth.com.