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| Feature | ||
|---|---|---|
| Rating |
3.0
|
4.0
|
| Reviews | 3 | 8 |
| 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. |
Yenmo offers a better way to access cash for India’s 65 million investors who either resort to personal loans at over 18% interest or have to liquidate their investments when in need of money. With Yenmo, they can pledge their investments digitally and instantly get a loan at a fixed 10.5% interest rate. Our Insight - In India, over 30% of personal loan borrowers have active investments and are paying double the interest rate they qualify for with us. |
| Website | https://www.meetthyme.com/ | https://yenmo.in/ |
| Positives |
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
"Great price point for the features offered."
Lucas Pouros - 5/5
|
| Negatives |
"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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"Too complex for our needs. Not user-friendly."
Rigoberto Trantow - 2/5
|
| Details | View Full Review → | View Full Review → |
