Say
Curated by SignalClient communication platform enhancing investor engagement with companies.
Overview
Say Technologies LLC is a fintech company that offers a client communication platform tailored for wealth managers. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning tools, aimed at enhancing communication between advisors and clients. It provides integrated client portals for accessing real-time portfolio performance, financial documents, and personalized insights. Additionally, the platform offers automated notifications and customizable reporting capabilities to keep clients informed about their investments. Say Technologies' API facilitates integration with brokerage systems, supporting regulated communications and client engagement.
Key facts
- Founded
- 2009
- Headquarters
- Jammu, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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