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bexio Case Studies

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    4.7 / 5.0
    Customer References43 total
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    AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.

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    4.7 / 5.0
    Customer References140 total
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    Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, and discover untapped opportunities. Affinity uses artificial intelligence to analyze relationship strength and illuminate the best paths to warm introductions. The platform also offers a holistic view of users’ networks in a centralized, automatically updated database without any manual upkeep. Founded in 2014, Affinity is headquartered in San Francisco, California.

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    4.7 / 5.0
    Customer References93 total
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    ExtraaEdge is a data science-driven Sales and Marketing software developed for Educational Institutes. Focused on increasing student enrollments and optimizing the marketing cost via automation and analytics. ExtraaEdge is an early start-up founded in 2015, currently powering 100+ Educational Institutes with the cloud computing solution. Founded by Abhishek Ballabh (ex. HSBC Data Scientist) & Sushil Mundada (ex. HSBC - Lead BA & CRM Architect) ExtraaEdge delivers all the required tools for End-to-End automation of admissions processes. With their combined passion for education and knowledge expertise in Data and CRM, they contribute by developing ExtraaEdge.

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