Financial Services

A Unified Financial Services Experience

It’s a brand new day for Financial Services

A holistic view across all functions from accounting, sales, planning, procurement, and reporting all on one platform.

Braidio provides streamlined workflow experiences for transactional efficiency and improved productivity. Braidio WorkStreams cut across data and knowledge silos to unlock productivity and create a unified view.

The result? Accelerate innovation, keep your employees happy, deepen customer relationships and eliminate the busywork to create more time to focus on results.

 

AUTOMATE WORKFLOWS

Simplify and automate tedious tasks and workflows. Remove friction and free your team to deliver on clients’ financial goals. In turn improve your employee’s experience. Choose from our workflows or create your own.

PERSONALIZE SERVICE & OPTIMIZE CLIENT ENGAGEMENT

Create bilateral experiences using real-time communications with clients to personalize the experience, drive engagement and create winning outcomes.

INTELLIGENT CONCIERGE TO SIMPLIFY MEETING SCHEDULING

Streamline meeting and appointment scheduling, removing endless emails and miss connections. Braidio assembles all the client information automatically prepping advisors before the client meetings.

ALWAYS ON CONVENIENCE

Intelligent WorkStreams to create a customer experience where the breadth of your organization’s knowledge including people are always accessible to respond to client’s needs.

Additional Benefits

  • Count on growth, not costs
  • Unlock productivity
  • Smooth workflows across silos and departments
  • Turn every process into WorkStreams to create smarter experiences
  • Equip employees or clients with relevant, contextual insights on any device

Intuitive workflows. More productive teams.

Braidio WorkStreams delivers the right information intuitively and faster for more productive teams. 

Braidio automates workflows to simplify access to the information field teams need. The adaptive design delivers the best experience across all devices and platforms. With easy access to the right information, your field teams are fully empowered.

01.

Adaptive

Streamlined workflow experience across all devices means reps are more productive.

02.

Actionable

Visualize information the way you want to get the insight you need.

03.

Intuitive

Places the right information at field teams’ fingertips with fewer clicks.

Connect. Engage. Empower.

Engagement and social tools for secure communication and collaboration.

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