at Financial Technnology Year
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Earnix Insurance Suite from Earnix
End-to-end analytics platform for insurance product development that combines market research, competitive analysis, and predictive modeling. Offers real-time market simulation capabilities, allowing insurers to test new products and pricing strategies before launch.
Product analysis by function
Market Research and Analytics Platforms for Product Development
Tools that collect and analyze consumer data, market trends, and competitive intelligence to inform product development decisions.
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Data Collection Capabilities
(8 Yes /8 Known /11 Possible features)
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Multi-source Data Integration Ability to collect data from multiple sources such as surveys, social media, CRM, and third-party databases. |
Marketing materials mention integration with external and internal data sources, including third-party datasets, for holistic analyses. | |
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Real-time Data Acquisition System can ingest and update data in real time. |
Earnix enables real-time data analysis and simulations for pricing and product strategies. | |
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Historical Data Import Supports import and analysis of historical datasets. |
Platform supports importing historical datasets for product modeling and analytics. | |
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API Accessibility Platform provides APIs for custom data feed integrations. |
Earnix provides APIs for integration with existing systems as per product documentation. | |
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Web Scraping Tools Ability to scrape publicly available data from competitor websites and news sources. |
No information available | |
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Automated Data Cleansing Processes to detect and resolve inconsistencies or errors in incoming data. |
Automated data quality and cleansing features are referenced in technical overviews. | |
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Data Enrichment Capability to augment data with contextual or demographic attributes. |
Data enrichment capabilities for demographic and contextual data are a stated feature. | |
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Batch Data Upload Allows uploading multiple files or large data sets at once. |
Earnix allows batch uploading and managing large data sets for analysis. | |
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Consent Management System tracks and manages user data collection consents. |
No information available | |
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Data Storage Capacity Volume of data that can be reliably stored. |
No information available | |
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Custom Tagging and Categorization Capability to tag and categorize data for easier retrieval and filtering. |
Allows users to tag, filter, and categorize data sets for reporting and analytics. |
Consumer Insights and Analytics
(9 Yes /9 Known /11 Possible features)
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Segmentation Analysis Ability to segment consumers by demographics, behavior, or needs. |
Segmentation analysis by customer demographics and behavior is core to Earnix's analytics. | |
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Predictive Analytics Uses historical and current data to forecast future consumer trends and needs. |
Predictive analytics in pricing and product strategy are a main feature of Earnix. | |
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Sentiment Analysis Identifies and analyzes consumer sentiments in collected text data. |
Sentiment and text analysis are available for unstructured feedback and competitive intel. | |
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Churn Prediction Analyzes the likelihood of customer attrition and identifies at-risk groups. |
Churn prediction modules are referenced in product and technical literature. | |
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Cross-sell/Upsell Opportunities Finds patterns that suggest cross-sell or upsell product opportunities. |
Cross-sell and upsell opportunity detection included as part of analytics toolkit. | |
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Custom Dashboards Personalized dashboards to present relevant insights and data visualizations. |
Earnix dashboards are customizable for end users. | |
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Time Series Analysis Methods to study consumer data trends over time. |
Time series analysis is used in forecasting and modeling trends. | |
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Natural Language Processing (NLP) Uses NLP to analyze unstructured consumer feedback (e.g., from surveys, social media, calls). |
Natural Language Processing is available for analyzing consumer and competitor data. | |
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Survey Creation Tools Ability to build and distribute consumer questionnaires and analyze results. |
No information available | |
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Insight Generation Speed Time required to process and display consumer insights after data ingestion. |
No information available | |
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A/B Testing Support Enables running and analyzing experiments of product features or messaging. |
Supports A/B testing and scenario simulation for feature optimization. |
Market Trend Analysis
(9 Yes /9 Known /10 Possible features)
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Industry Benchmarking Ability to compare internal data vs. market or peer benchmarks. |
Includes benchmarking tools for internal vs. external market comparison. | |
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Trend Visualization Tools Visual representation of market, consumer, or competitor trend data. |
Visualization tools for market, consumer, and competitor data trends are core UI features. | |
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Custom Alerts for Trend Changes System generates custom alerts when significant market changes are detected. |
Alerts for significant market or pricing changes can be configured by users. | |
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Integration with External Market Reports Direct access to third-party market research databases/reports. |
Integration with external market reports and data sources is available. | |
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Economic Indicator Monitoring Tracks and integrates leading economic indicators relevant to insurance. |
Supports monitoring and ingestion of key economic indicators for insurance. | |
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Geographical Market Analysis Analyzes market trends and penetration by geography. |
Geographical market analysis available in trend and demand reporting. | |
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Trend Forecasting Uses statistical or machine learning models to predict emerging trends. |
Trend forecasting via statistical and machine learning models. | |
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Seasonality Analysis Identifies and accounts for recurring seasonal patterns in markets. |
Seasonality and recurring pattern analyses are part of modeling modules. | |
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Macro & Micro Trend Breakdown Granular and high-level trend analysis features. |
Macro and micro trend analytics supported as per documentation. | |
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External News Aggregation Pulls and organizes relevant industry news and updates. |
No information available |
Competitive Intelligence
(5 Yes /5 Known /10 Possible features)
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Competitor Product Monitoring Tracks new product launches and changes in competitor offerings. |
Competitive monitoring (product launches, competitor offerings) is highlighted as platform capability. | |
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Pricing Intelligence Collects and analyzes competitor pricing information in real time. |
Pricing intelligence and competitor price monitoring is a feature. | |
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Share of Voice Tracking Measures presence and prominence in digital media vs. competitors. |
No information available | |
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Competitor Feature Comparison Allows side-by-side comparison of competitor product features. |
Competitor feature comparison available in competitor analysis modules. | |
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Patent and IP Monitoring Tracks new patents, IP filings, or technological advances from competitors. |
No information available | |
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Competitive Benchmarking Reports Provides automated reports summarizing competitive position. |
Automated competitive benchmarking reports are generated by the suite. | |
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Automated Alerting Notifies users about significant competitor activity or product announcements. |
Automated alerting on competitor activity and market changes is emphasized. | |
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Competitor SWOT Analysis Tools Assists with systematic tracking of competitor strengths, weaknesses, opportunities, threats. |
No information available | |
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Regulatory Activity Tracking Monitors compliance or legal filings by competitors. |
No information available | |
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Speed of Competitor Update Detection Timeliness of identifying and reporting on competitor changes. |
No information available |
Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
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Custom Report Builder Flexible tools to create tailored, multi-source reports. |
Custom report building tools, supporting data from multiple sources, are highlighted. | |
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Export Formats Ability to export reports and data to multiple formats (PDF, Excel, PowerPoint, etc.). |
Reports/data can be exported to various formats (PDF, Excel) as per documentation. | |
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Data Visualization Library Comprehensive library of charts, graphs, and diagrams. |
Contains a rich set of charts, graphs, and visualization options. | |
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Interactive Dashboards Support for interactive, filterable dashboards for data exploration. |
Offers interactive dashboards for visualization and data exploration. | |
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Scheduled Reporting Ability to automate report generation and delivery at set intervals. |
Reporting can be scheduled and delivered automatically. | |
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Whitelabel Branding Design tools to apply company branding to reports and dashboards. |
Supports custom branding on reports and dashboards. | |
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Collaboration & Commenting Tools Allows team members to provide feedback directly on reports/visualizations. |
Enables collaboration and commentary on reports within teams. | |
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Mobile Accessibility Reports and dashboards are accessible via smartphones/tablets. |
Dashboards are web-based and mobile responsive as per product pages. | |
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Report Generation Speed Time required to compile and render reports. |
No information available | |
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Access Controls for Reporting Role-based permissions for viewing, editing, or sharing reports. |
Role-based access for reports and data sharing indicated as a security feature. |
Collaboration and Workflow
(2 Yes /2 Known /10 Possible features)
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Project Management Tools Integrated tools for project planning, assignment, and tracking. |
No information available | |
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Shared Workspaces Common spaces for teams to organize and share research outputs. |
No information available | |
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Task Assignment and Tracking Users can assign, prioritize, and monitor market research tasks. |
No information available | |
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Version Control Tracks changes to documents and allows rollbacks to previous versions. |
No information available | |
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Integration with Productivity Suites Direct integration with tools like Slack, Teams, or Google Workspace. |
No information available | |
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Workflow Automation Automatic trigger of routine processes or notifications based on activity/status. |
Platform advertises workflow automation and notification triggers. | |
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User Annotations Permits annotation or note-taking on shared resources/data. |
No information available | |
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Approval Workflows Formalizes review and approval of research findings before distribution. |
No information available | |
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File Sharing Limits Maximum file size or volume for direct in-platform sharing. |
No information available | |
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Real-Time Notifications Delivers updates and alerts to team members instantly. |
Instant notifications for pricing, market, and competitor event changes. |
Security and Compliance
(8 Yes /8 Known /10 Possible features)
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Data Encryption At Rest & In Transit Data is encrypted both when stored and while being transmitted. |
Earnix employs encryption in transit and at rest (security section on website). | |
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GDPR/CCPA Compliance Platform supports features to aid compliance with global data privacy regulations. |
References to GDPR/CCPA support and compliance tools available. | |
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Role-Based Access Controls Customizable user permissions for data and tool access. |
Admin-configurable role-based access control is listed as a key feature. | |
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Audit Logging Tracks user actions and data access for forensic or compliance review. |
Audit trails and logs for data access and user actions are highlighted for compliance. | |
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Data Anonymization/Pseudonymization Tools to mask or pseudonymize personal information in data sets. |
No information available | |
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Single Sign-On (SSO) Support Allows users to authenticate via corporate SSO providers. |
Single-sign-on support with integration to SSO providers is documented. | |
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Multi-factor Authentication (MFA) Requires additional authentication factors for login. |
Multi-factor authentication supported for login security. | |
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Data Retention Policies Support setting and automatic enforcement of data retention schedules. |
Data retention policies configurable for compliance as stated in product security docs. | |
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Security Certification (e.g., ISO 27001, SOC 2) Whether the product provider holds recognized security certifications. |
Earnix lists SOC 2/ISO certifications for platform security. | |
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Data Backup Frequency How often platform data is backed up. |
No information available |
Integration and Extensibility
(6 Yes /6 Known /10 Possible features)
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Third-party Data Source Integration Easily connect and pull from additional data providers. |
Featured integrations with third-party data sources such as market data vendors. | |
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Open API Documentation Publicly available, comprehensive API documentation. |
Earnix public documentation provides Open API access. | |
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Integration with CRM/ERP Pre-built connectors to leading CRM and ERP systems. |
Integrates directly with major CRM and ERP systems. | |
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Plug-in/Module Support Allows addition or customization of features via plug-ins/modules. |
No information available | |
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Webhook Support Custom real-time event or data push via webhooks. |
No information available | |
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Data Import/Export Automation Automated routines for periodic data exchange with other systems. |
Automated import and export routines can be scheduled within Earnix. | |
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Custom API Endpoints Ability to define APIs specific to organization needs. |
No information available | |
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Integration Setup Time Average duration required to connect to third-party systems. |
No information available | |
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Support for Multiple Data Formats Can handle various data formats (CSV, XML, JSON, XLSX, etc.) |
Multiple file formats supported: CSV, XLSX, JSON, as per technical overviews. | |
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Pre-built Connector Library Comes with pre-built connectors to popular market data providers. |
Prebuilt connectors to industry-standard data sources are listed on solution pages. |
Artificial Intelligence and Automation
(7 Yes /7 Known /10 Possible features)
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Automated Data Classification System can automatically categorize new market data as it is ingested. |
Automated categorization of new data intake highlighted as an AI capability. | |
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Machine Learning Modeling Supports building and running ML models within the platform. |
ML models can be built, trained, and deployed within the platform. | |
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Insight Recommendations Uses AI to suggest actionable next steps or strategies. |
AI-driven insight recommendations described in solution features. | |
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Automated Data Cleansing Detects and fixes data quality issues using AI. |
AI-based data cleansing mentioned in analytics features. | |
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Natural Language Query Users can ask the system questions using plain language. |
Natural language query is supported for report and analysis questions. | |
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Voice-driven Analytics Enables users to perform searches and queries by voice input. |
No information available | |
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Auto-tagging of Data System uses AI to automatically tag data with relevant topics or subjects. |
Auto-tagging using AI models mentioned for classification of documents and datasets. | |
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Pattern Recognition Identifies non-obvious patterns in market or consumer data for deeper insights. |
Pattern recognition—cross-sell, churn, risk detection—are competencies of the suite. | |
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Robotic Process Automation (RPA) Automates repetitive and rules-based research or data-processing tasks. |
No information available | |
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AI Training Data Volume The amount of data used to train embedded AI models. |
No information available |
Customization and Scalability
(7 Yes /7 Known /10 Possible features)
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Custom Field and Taxonomy Support Administrators can define custom data fields or classification schemes. |
Custom fields and output taxonomies configurable within the admin interface. | |
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Configurable Workflows Business processes and research workflows are fully configurable. |
Research workflows and business processes are configurable (e.g. approvals, notifications). | |
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Multi-tenant Support Allows separation of data and features for different lines of business or regions. |
No information available | |
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User Interface Customization Administrators and users can modify layout, colors, and dashboard widgets. |
Admin and user personalization options for interface layout and widgets. | |
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Automated Scaling System scales computational resources automatically based on usage. |
Advertises system auto-scaling for enterprises and peak processing. | |
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Concurrent User Capacity The maximum number of users who can operate in the system at once. |
No information available | |
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Custom Branding Capability to apply company logo/branding to all elements. |
Branding and logo upload supported for client instance configuration. | |
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Custom Notification Rules Define specific rules for system notifications and alerts. |
Notification rules customizable for different alerting needs. | |
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Variable Retention and Storage Tiers Ability to shift data to lower-cost storage for long-term retention. |
Data tiering and variable cost storage options available for large clients. | |
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Sandbox/Test Environments Availability of a safe test area for configuration/experimentation. |
No information available |
User Experience and Support
(5 Yes /5 Known /10 Possible features)
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Intuitive User Interface Designed for ease of use and reduces learning curve. |
Earnix emphasizes a modern, easy-to-use UI designed for business users. | |
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Context-sensitive Help In-app help that changes based on selected features or user actions. |
Context-sensitive help and tooltips available in-app. | |
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Guided Onboarding Walkthroughs and tutorials for new users. |
No information available | |
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Multi-language Support Ability to use system in multiple languages. |
No information available | |
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Accessibility Standards Compliance Platform adheres to accessibility standards for users with disabilities. |
No information available | |
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Automated Error Detection and Suggestions System flags user errors and provides actionable suggestions. |
No information available | |
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24/7 Customer Support Support team available at any time. |
Earnix provides 24/7 customer support to enterprise clients. | |
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Knowledge Base & Documentation Comprehensive guides and FAQs for self-help. |
Comprehensive online documentation and user guides available. | |
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In-app Live Chat Chat support embedded in the platform. |
Embedded in-app chat for support and troubleshooting detailed on product site. | |
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User Training Time Estimated average time required for a new user to become proficient. |
No information available |
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