Event Notifications & Alerts

Centralized Event Notification and Workflow Management

Maintaining client satisfaction and sustaining profitable operations requires increased collaboration and better monitoring across an entire organization. With Scivantage Event Notification & Alerts, your firm is able to take control of internal processes and promote more transparency and oversight of communicates with clients, financial advisors and key support personnel. Scivantage Event Notification & Alerts offers real-time, centralized communication dashboards that provide a single, secure location to handle customer inquiries, team-based collaboration and workflow monitoring activities. Offering direct access to time-critical information needed to manage workloads and improve performance, this web-based application delivers event and workflow-driven notifications to multiple device types—web-based Inbox, PDA, phone or desktop alert widget—and enables personnel to view cases, generate email notifications and route issues to designated users or teams for review.

This powerful application is available as part of Scivantage Professional and Scivantage Investor or it can be deployed as a standalone application to support your network of financial advisors or online brokerage channel.

Key Advantages
  • Aggregates events and alerts from all systems into single, actionable dashboard
  • Flexible workflow automation
  • Configurable interface, user settings and rules offered to support defined roles and workflow activities
  • Real-time reporting and complete audit trail of all work items across the enterprise
  • Multi-device support and delivery

Scivantage Event Notification & Alerts is available as part of:

Scivantage Investor

Scivantage Professional

Data Sheets

For More Information

For more information or to schedule a web demo, contact us today.