SmartLink provides client authentication, interactive messaging & “live view” screen share technology. It can be configured and used to work between intermediaries or other client facing data providers as well as automating and sending pre-qualified client information to your CRM.
With SINERIX SmartLink, you can configure the way you engage with clients, send & receive messages, notifications, call-back requests or interact with our “live view” on screen application.
With our unique client engagement & pre-qualification tools, SmartLink can be used to connect with third-party intermediaries, such as a call centre or sales agents, taking client onboarding to a whole new level of automation. Our “live view” assist feature allows instant access to the client’s documentation screen for online guidance and help whenever needed.
SmartLink enables you to configure the way you engage with clients, send and receive messages, call-back requests or interact through our Live View on-screen application. It can also be used as a pre-qualification tool to connect with third party intermediaries.
Yes it can. Via our API, third party intermediaries, such as a call centre or sales agent can connect with their customers to speed up communications and the delivery of client data.
It’s easy to integrate and provides an efficient tool to collate and filter client data, reducing administration time and human error.
SmartLink is designed to assist professional organisations with high volume data handling.