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Intellect Wealth Qube from Intellect Design Arena
Comprehensive wealth management suite with advanced client communication capabilities for brokerages. Features include personalized reporting, client portal, multi-channel communications, and integrated CRM functionality.
More about Intellect Design Arena
Product analysis by function
Communication Management Systems for Client Services
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
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Channel Support and Integration
(7 Yes /7 Known /11 Possible features)
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Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media. |
Product notes mention multi-channel communications, which strongly implies support across channels such as email, chat, and possibly voice. | |
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Channel Unification Unified view of all communications regardless of channel. |
Described as offering a unified client experience. 'Comprehensive client communication' suggests a unified/integrated view. | |
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Channel Switching Ability to switch or escalate conversations between channels seamlessly. |
No information available | |
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APIs for Channel Integration Availability of APIs for custom integration with new channels. |
Product website specifies open API and integration with third-party CRM and other platforms. | |
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Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook). |
No information available | |
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Third-Party Integration Support for integrating third-party messaging and telephony solutions. |
Integrated CRM and communication with third-party platforms referenced on product site. | |
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Mobile Channel Support Capability to support mobile-specific channels and apps. |
Mobile apps and mobile-specific channels referenced, as client access from mobile is a listed feature. | |
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Automated Distribution Automatic routing of incoming messages to the appropriate agent/team. |
No information available | |
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Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform. |
Outbound communication is implied, given CRM, notifications, and campaign features listed. | |
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Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel. |
Unified agent dashboard and omnichannel inbox are specifically mentioned on the product site. | |
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Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels. |
No information available |
Compliance, Recording & Archiving
(8 Yes /8 Known /11 Possible features)
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Call Recording Automatic recording of voice interactions. |
Regulatory compliance, call recording, and auditability are stated features for broker-dealer clients. | |
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Chat/Email Archiving Archival of written communications for future reference and audit. |
Mention of archiving and record retention solutions for written communications for compliance. | |
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Retention Policy Management Customizable message retention periods to match regulatory mandates. |
Retention policy customization is offered to meet global financial regulations. | |
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Searchable Archives Ability to perform keyword or filter-based search through archived communications. |
Searchable archive function noted in compliance and audit feature descriptions. | |
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Secure Storage Data encryption at rest and in transit for archived communications. |
Secure, encrypted cloud storage options are listed. Includes 'encryption at rest and in transit.' | |
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Audit Trails Detailed tracking of communications for auditing purposes. |
Audit trails and compliance mapping described for all communication activities. | |
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Export Capabilities Ability to export records or transcripts for regulatory requests. |
Export functions for communication records described for regulatory and operational needs. | |
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Legal Hold Ability to place specific records on legal hold to prevent deletion. |
No information available | |
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Data Purging Automation Automated deletion of records based on defined retention policies. |
No information available | |
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Compliance Certifications Certified compliance with relevant financial or data privacy regulations. |
Product details show multiple certifications and explicit reference to financial and privacy regulatory compliance. | |
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Backup Frequency Frequency with which backups of communications are performed. |
No information available |
Performance and Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum number of users that can operate the system simultaneously. |
No information available | |
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Message Throughput Number of processed messages per second. |
. | No information available |
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Recording Retention Capacity Total duration or count of recordings that can be stored. |
. | No information available |
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Latency System response time for message delivery or retrieval. |
. | No information available |
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Uptime Guarantee Vendor-promised service availability. |
. | No information available |
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Auto Scaling Ability to automatically scale system resources based on demand. |
. | No information available |
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Load Balancing Balancing of workloads across server resources to optimize performance. |
. | No information available |
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Failover and Redundancy Automatic failover and redundancy configurations. |
. | No information available |
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Disaster Recovery Comprehensive disaster recovery capabilities and tested plans. |
. | No information available |
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Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages. |
. | No information available |
Security
(3 Yes /3 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest from sender to receiver. |
Cites encryption at rest and in transit; financial data protection is a selling point. | |
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Multi-Factor Authentication MFA for agent and administrator access. |
No information available | |
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Role-Based Access Control Granular user permission management based on roles. |
Role- and group-based user permissions are mentioned as part of security management. | |
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SOC 2/ISO 27001 Certification Industry-standard security certifications. |
No information available | |
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Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure. |
Product offers SSO integration, according to website and sales documentation. | |
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Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities. |
No information available | |
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Granular Audit Logs Detailed system activity logging for access and events. |
. | No information available |
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Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing. |
. | No information available |
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Automatic Session Timeout Automatic logout after a specified period of inactivity. |
. | No information available |
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Custom Security Policies Ability to define firm-specific security policies. |
. | No information available |
Agent Productivity and Workflow
(3 Yes /3 Known /10 Possible features)
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Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks. |
. | No information available |
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Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team. |
. | No information available |
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Macros and Templates Pre-defined responses or templates for frequent client interactions. |
. | No information available |
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CRM Integration Native or API-based integration with customer relationship management systems. |
Described as providing deep CRM integration for client management and communication. | |
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Case Management System for managing open/closed client requests and issues. |
. | No information available |
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Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform. |
Internal chat and collaboration tools specifically referenced for agent workflow. | |
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Notifications and Alerts Real-time notifications for new messages or urgent action items. |
Real-time notifications and alerts cited as a feature for both clients and advisors. | |
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Automated Follow-Up Automated reminders or follow-up tasks for pending topics. |
. | No information available |
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Workflow Customization Ability to define and automate unique workflows or escalation processes. |
. | No information available |
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Search and Filter Functions Fast, multi-parameter searching and filtering of communication records. |
. | No information available |
Client Experience and Self-Service
(7 Yes /7 Known /10 Possible features)
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Client Portal Access Clients can log in to view past correspondence, statements, and open tickets. |
Clients access a portal to view cases, statements, and correspondence; confirmed in product highlights. | |
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Self-Service Knowledge Base A searchable database of FAQs and support articles. |
Includes self-service knowledge resources, such as FAQs and support articles. | |
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Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries. |
Automated chatbots and computer-assisted replies referenced for client query management. | |
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Personalization Options Custom greetings, tailored content, and preferences for communication. |
Personalized client greetings and preferences management are mentioned as part of the omni-channel experience. | |
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Secure Document Sharing Ability for clients to securely send/receive documents via the platform. |
Secure client-advisor document exchange is called out in product communications and compliance features. | |
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Response Time SLA Average response time guaranteed for client communications. |
. | No information available |
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Real-Time Status Updates Clients receive real-time updates on the status of their inquiries. |
Real-time status updates for client inquiries are among the self-service and client portal features. | |
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Multilingual Support Support for multiple languages in interfaces and communications. |
. | No information available |
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Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA. |
. | No information available |
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Mobile Access for Clients Optimized mobile experience for client-side interaction. |
Mobile access and mobile-optimized portal for clients stated clearly in product materials. |
Integration and API Ecosystem
(4 Yes /4 Known /10 Possible features)
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Open APIs Availability of open APIs for integration with in-house or third-party applications. |
Open API section referenced. Used for integration with custom and third-party applications. | |
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Webhooks Support Ability to push real-time data and updates to other systems. |
No information available | |
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Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms. |
Out-of-the-box integrations listed, including CRM and data warehousing platforms. | |
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Event-Driven Architecture System supports event-driven integrations for real-time actions. |
. | No information available |
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Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats. |
Multiple formats supported for bulk import/export, per data management documentation. | |
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Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation. |
Integration documentation is highlighted as robust and comprehensive on vendor support pages. | |
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Custom Scripting/Extensions Ability to add custom logic or workflows through scripting. |
. | No information available |
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Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks. |
. | No information available |
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Batch Processing Support for large-scale/batch data operations via API. |
. | No information available |
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Integration Rate Limits Maximum API calls allowed per hour. |
. | No information available |
Reporting and Analytics
(4 Yes /4 Known /10 Possible features)
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Real-Time Dashboards Live reporting on key communications metrics. |
Product dashboards support real-time communication analytics for agents and managers. | |
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Custom Report Builder Creation of ad-hoc or scheduled custom reports. |
. | No information available |
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Predefined Compliance Reports Standard reports for regulatory compliance. |
. | No information available |
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Export to PDF/Excel Ability to export analytics and reports in common formats. |
. | No information available |
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Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate). |
Agent KPIs are measured and available through reporting dashboard. | |
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Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings. |
Client satisfaction surveys and feedback loops are a listed module. | |
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Data Visualization Tools Built-in graphs, charts, and heatmaps for insights. |
Sophisticated data visualization, including charts and graphs, is present in reporting modules. | |
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Scheduled Reporting Ability to set and automate report generation schedules. |
. | No information available |
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Drill-Down Analytics Capability to drill down from summary to detailed records. |
. | No information available |
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Historic Data Retention Number of months/years historical data is retained for analytics. |
. | No information available |
Artificial Intelligence and Automation
(0 Yes /0 Known /10 Possible features)
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AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills. |
. | No information available |
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Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time. |
. | No information available |
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Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis. |
. | No information available |
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Sentiment Analysis Analysis of client sentiment and escalation based on message content. |
. | No information available |
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Auto-Categorization/Tagging Automated tagging of communications for classification and search. |
. | No information available |
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Suggested Responses AI-driven recommended replies and next best actions for agents. |
. | No information available |
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Fraud Detection Real-time AI screening for fraud or anomalous interactions. |
. | No information available |
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Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission). |
. | No information available |
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Workflow Automation Automatic triggering of workflows from specific communication events. |
. | No information available |
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Custom ML Model Integration Support for integrating custom machine learning models. |
. | No information available |
Customization and Branding
(1 Yes /1 Known /10 Possible features)
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Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts. |
. | No information available |
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Configurable Workflows Ability to customize workflows to internal processes. |
. | No information available |
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Custom Notification Rules Define alert and notification logic to suit business needs. |
. | No information available |
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Modular Feature Enablement Turn modules on/off as needed for specific user groups. |
. | No information available |
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Custom Portal Domains Branded portal/domain for client-facing interfaces. |
. | No information available |
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Localization Support Customize system language, time zone, and regional settings. |
. | No information available |
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Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage. |
Personalized reporting dashboards for different user roles described in solution materials. | |
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UI Widgets/Extensions Support for custom UI widgets or plugin extensions. |
. | No information available |
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White-labeling Options Remove vendor branding for full white-label deployment. |
. | No information available |
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Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms. |
. | No information available |
Support & Vendor Management
(3 Yes /3 Known /10 Possible features)
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24/7 Support Availability Access to live support at all times. |
24/7 access to support via multiple channels is promoted as part of service-level commitments. | |
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Dedicated Account Manager Named support representative for each client. |
. | No information available |
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Comprehensive Onboarding and Training Structured onboarding and training programs for firm users. |
Dedicated onboarding and training program referenced for clients. | |
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User Community/Forums Online user communities for knowledge sharing. |
. | No information available |
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Service Level Agreement (SLA) Contractually defined levels of support and uptime. |
Service level agreements (SLA) described on vendor offering page and proposal templates. | |
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Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides. |
. | No information available |
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Multi-Tier Support Plans Offering of basic, advanced, and premium support levels. |
. | No information available |
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Customer Success Programs Proactive programs to drive adoption and best practices. |
. | No information available |
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Regular Product Updates Frequent enhancements and bug fixes. |
. | No information available |
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Third-Party Audit Reports Availability of security, compliance, or performance audit documentation. |
. | No information available |
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