AI-powered content curation and client communication platform for brokerages. Features include personalized content delivery, automated communications, engagement analytics, and compliance-friendly sharing tools.
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
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Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media. |
Vestorly supports client communication across multiple digital channels (email primarily; social sharing is listed), as per its product page. | |
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Channel Unification Unified view of all communications regardless of channel. |
No information available | |
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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. |
No information available | |
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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. |
No information available | |
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Mobile Channel Support Capability to support mobile-specific channels and apps. |
The platform notes optimized digital engagement for mobile users. | |
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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. |
No information available | |
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Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel. |
No information available | |
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Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels. |
No information available |
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Call Recording Automatic recording of voice interactions. |
No information available | |
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Chat/Email Archiving Archival of written communications for future reference and audit. |
Vestorly positions itself as compliance-friendly and states communication records are archivable for regulatory purposes. | |
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Retention Policy Management Customizable message retention periods to match regulatory mandates. |
Product mentions customizable compliance and content retention tools. | |
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Searchable Archives Ability to perform keyword or filter-based search through archived communications. |
Search and retrieval of archived correspondence is listed in solution details. | |
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Secure Storage Data encryption at rest and in transit for archived communications. |
Platform claims to have 'bank-level security,' suggesting encrypted storage. | |
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Audit Trails Detailed tracking of communications for auditing purposes. |
Audit logging for compliance and advisor oversight referenced in feature set. | |
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Export Capabilities Ability to export records or transcripts for regulatory requests. |
Export of history for compliance or regulatory needs mentioned in compliance resources. | |
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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. |
Vestorly advertises compliance with major financial regulations (FINRA, SEC, GDPR). | |
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Backup Frequency Frequency with which backups of communications are performed. |
No information available |
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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. |
Platform leverages scalable and elastic cloud infrastructure as per product architecture. | |
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Load Balancing Balancing of workloads across server resources to optimize performance. |
Load balancing present in product architecture documentation. | |
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Failover and Redundancy Automatic failover and redundancy configurations. |
Reference to high-availability and redundancy services in technical overview. | |
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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 |
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End-to-End Encryption Encryption of data in transit and at rest from sender to receiver. |
Bank-level security and end-to-end encryption for content delivery and storage are referenced on security and compliance pages. | |
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Multi-Factor Authentication MFA for agent and administrator access. |
Multi-factor authentication described as available for administrative and advisor access in documentation. | |
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Role-Based Access Control Granular user permission management based on roles. |
Platform states granular administrator permissions and role-based access. | |
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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. |
No information available | |
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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 |
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Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks. |
Vestorly operates a unified dashboard for advisor messaging, engagement, and content flows. | |
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Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team. |
Automated delivery and communication assignment features are promoted. | |
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Macros and Templates Pre-defined responses or templates for frequent client interactions. |
Predefined email templates/macros are described in marketing material. | |
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CRM Integration Native or API-based integration with customer relationship management systems. |
CRM integration (Salesforce and others) advertised through API and partnership pages. | |
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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. |
No information available | |
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Notifications and Alerts Real-time notifications for new messages or urgent action items. |
Real-time alerts and notifications for new prospective client engagement and communications. | |
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Automated Follow-Up Automated reminders or follow-up tasks for pending topics. |
Follow-up communications are automated via content drip and nurture sequence tools. | |
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Workflow Customization Ability to define and automate unique workflows or escalation processes. |
Platform advertises workflow customization for advisors. | |
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Search and Filter Functions Fast, multi-parameter searching and filtering of communication records. |
Search and filter over all engagement history and client replies described in dashboard demo. |
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Client Portal Access Clients can log in to view past correspondence, statements, and open tickets. |
No information available | |
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Self-Service Knowledge Base A searchable database of FAQs and support articles. |
FAQ and knowledge resource center for both clients and advisors present. | |
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Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries. |
Platform relies on AI-powered chatbots to automate client engagement. | |
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Personalization Options Custom greetings, tailored content, and preferences for communication. |
Personalized content delivery and communication flows are a core feature. | |
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Secure Document Sharing Ability for clients to securely send/receive documents via the platform. |
Advisors and clients can securely exchange documents through the platform. | |
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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 notifications are included in automated communications to clients. | |
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Multilingual Support Support for multiple languages in interfaces and communications. |
The platform is designed for multinational brokerages; multilingual UX is mentioned as an option. | |
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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-responsive client portal referenced in marketing materials. |
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Open APIs Availability of open APIs for integration with in-house or third-party applications. |
No information available | |
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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. |
No information available | |
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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. |
No information available | |
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Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation. |
No information available | |
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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 |
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Real-Time Dashboards Live reporting on key communications metrics. |
Real-time analytics dashboard for engagement and content metrics is a central feature. | |
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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. |
Predefined FINRA/SEC compliance reports available as part of the analytics suite. | |
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Export to PDF/Excel Ability to export analytics and reports in common formats. |
Analytics can be exported as Excel or PDF as listed in resources. | |
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Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate). |
Individual advisor engagement metrics are displayed in dashboard. | |
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Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings. |
Integrated post-engagement surveys for client satisfaction offered. | |
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Data Visualization Tools Built-in graphs, charts, and heatmaps for insights. |
System includes charts, graphs, heatmaps for engagement and compliance data. | |
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Scheduled Reporting Ability to set and automate report generation schedules. |
Automated scheduled reporting to compliance/management available. | |
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Drill-Down Analytics Capability to drill down from summary to detailed records. |
Analytics allow drill-down from summary to user/message level. | |
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Historic Data Retention Number of months/years historical data is retained for analytics. |
No information available |
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AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills. |
AI-based routing for advisor communications to the appropriate audience/segment is core to 'personalized' messaging. | |
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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. |
Sentiment analytics on client engagement and communications are highlighted as an AI feature. | |
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Auto-Categorization/Tagging Automated tagging of communications for classification and search. |
Automated tagging and categorization available for filtering/searching content and communication. | |
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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). |
Features for bulk outbound campaigns are included (with compliance approval workflows). | |
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Workflow Automation Automatic triggering of workflows from specific communication events. |
Communication workflows are programmable and trigger based on client engagement/behavior. | |
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Custom ML Model Integration Support for integrating custom machine learning models. |
No information available |
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Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts. |
Ability for firm branding and UI customization, including themes, logos, per documentation. | |
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Configurable Workflows Ability to customize workflows to internal processes. |
Workflow customization for content/communication flows referenced in setup documentation. | |
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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. |
Reporting dashboards can be personalized for advisors/supervisors per user. | |
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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. |
White-labeling and custom branding available for broker-dealer and RIA instances. | |
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Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms. |
No information available |
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24/7 Support Availability Access to live support at all times. |
24/7 chat and email support described for enterprise clients. | |
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Dedicated Account Manager Named support representative for each client. |
Account managers assigned for onboarding and support for financial clients. | |
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Comprehensive Onboarding and Training Structured onboarding and training programs for firm users. |
Guided onboarding and training documentation available; training webinars on request. | |
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User Community/Forums Online user communities for knowledge sharing. |
Online user community and forum present for support and peer feedback. | |
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Service Level Agreement (SLA) Contractually defined levels of support and uptime. |
Vendor provides standard SaaS SLA agreements. | |
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Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides. |
Extensive online documentation and guides available for users. | |
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Multi-Tier Support Plans Offering of basic, advanced, and premium support levels. |
Multi-tiered support plans mentioned for enterprise clients. | |
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Customer Success Programs Proactive programs to drive adoption and best practices. |
Customer success and adoption programs advertised. | |
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Regular Product Updates Frequent enhancements and bug fixes. |
Product is updated regularly with new compliance and engagement features. | |
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Third-Party Audit Reports Availability of security, compliance, or performance audit documentation. |
Third-party SOC/compliance audit reports available on request per website. |
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