Products
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At Links Management and Technology AG, we provide a suite of innovative digital solutions tailored to meet the diverse needs of the financial industry. Our products are designed to streamline your operations, enhance client interactions and ultimately drive business growth. By leveraging the latest digital technologies, we empower your organization to navigate the complexities of the modern financial landscape with ease and efficiency.
Our offerings include the Digital Lounge, a comprehensive platform that revolutionizes client-advisor communications, making interactions more seamless and effective. We also provide robust solutions through our partnerships with industry leaders like Salesforce, ServiceNow, and Quadient. These collaborations enable us to deliver top-tier CRM, workflow management, and customer communication management solutions, ensuring that your business remains at the forefront of digital innovation.
Explore our products to discover how Links can help you optimize your operations and achieve your business objectives in the digital era.
Digital Lounge
We empower financial consultation on all digital channels.
We offer innovative solutions to the daily challenges that banks face in building digital relationships with their clients.
Our digital lounge bridges the gap between advisors and clients, facilitating interactions for both parties.
Our suite of services enhances the efficiency of your day-to-day activities, boosting your time management and overall productivity of your business.
Communication features
We make your communications easier.
Our digital lounge provides a straightforward and intuitive client communication management system, with the goal to overcome the tedious and time-consuming challenges that both your clients and advisors face on a daily basis.
- Simplify appointment bookings through a system of direct access to the advisor’s calendar, within seconds
- Utilize Chat and Video Calls to establish a network that facilitates and speeds up communication.
- Improve digital Documents exchange & recognition, to support the check and validation of product proposals and other documents
- Integrate Digital signature to promptly support any use case
Sales features
We boost your digital sales.
The digital lounge transforms the way your financial products and services are presented and promoted.
Showcase and sell investment opportunities, loans, mortgages, credit cards, prepaid cards and more to your clients in a more effortless and efficient way.
Enhance presentation capabilities, engagement, and customer experience with advanced tools like simulations and charts.
It also allows you provide customized solutions for all your products, in order to always find the perfect fit for your clients’ needs and guide them towards an informative and tailor-made decision.
Installation info
We make sure you get the maximum value from our lounge.
The installation and configuration procedure takes from 1 to 3 months to be finalized. It is a highly flexible and customizable process, specifically tailored to your situation, and we commit to providing personalized support at every stage. Additionally, it includes a final proof of concept to ensure optimal performance.
Pricing structure
We know this is not a one-size-fits-all business.
We are aware that our clients all have different needs. That’s why our digital lounge offer is flexible and it is specifically tailored to accommodate our clients’ requests, whether in terms of business requirements or user count.
- Standard plan
- Plus plan
- Premium plan
Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and commerce operations. It includes tools like Sales Cloud for sales processes, Service Cloud for customer support, Marketing Cloud for marketing campaigns, and Commerce Cloud for e-commerce solutions. Salesforce's comprehensive suite enhances customer engagement and operational efficiency.
We are proud to be a Salesforce Consulting Partner, therefore we are ready to support your business in everything related to CRM Sales Cloud, Community Cloud, Service Cloud and Field Service, all the way to Marketing Automation, Pardot and Marketing Cloud.
ServiceNow
ServiceNow is a cloud-based platform that streamlines and automates IT service management (ITSM) and various business processes. It offers tools for IT operations management, IT business management, and customer service management, helping organizations improve efficiency, reduce costs, and enhance service delivery. ServiceNow's unified platform provides workflow automation, real-time reporting, and integration capabilities, making it a powerful solution for enterprise IT and business process optimization.
We support you in the implementation of ServiceNow, a platform dedicated to the enhancement of your organizational workflow and IT service management. Our consulting service ensures a perfect alignment between what the platform is able to offer and your specific needs.
Quadient
Quadient is a leading provider of customer communication management (CCM) solutions. Its platform helps organizations design, manage, and deliver personalized, multi-channel communications, ensuring a seamless customer experience. Quadient's tools enhance customer engagement by automating the creation and distribution of documents across various channels, including print, email, and digital. This improves operational efficiency, compliance, and customer satisfaction, making Quadient an essential solution for businesses focused on effective customer communication.
We assist you in the integration of the Quadient platform in your business, to ensure a seamless correspondence to your requirements and needs and enhance your customer communication management (CCM).
