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| Feature | ||
|---|---|---|
| Rating |
3.0
|
3.3
|
| Reviews | 3 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
TradeFlow is AI-powered settlement for financial securities. During her time in financial services, Taryn saw firsthand how inefficient and costly it is to settle trades. Historically, it’s been difficult to improve this process because it’s heavily reliant on manual emails, disparate systems, and inconsistently structured data. However, the advent of powerful AI technology allows us to unlock greater automation than ever before. TradeFlow empowers back offices to do more with less by offloading these time-intensive tasks to AI. |
| Website | https://www.meetthyme.com/ | https://www.tradeflowai.com/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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"Outstanding performance and great documentation."
Dr. Tiana Mante - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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"Integration was difficult and documentation was unclear."
Anabelle Mertz - 1/5
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| Details | View Full Review → | View Full Review → |