The most accurate and effortless process of acquiring your clients business information can now be rapidly incorporated in to your own business tools.
Data dock can be used to understand your clients business for application, compliance, advisory, regulatory purposes and more.
Your clients use a variety of software applications to operate their business, often multiple applications per business area – from accounting and finance, sales and marketing through to operations, support and more. These applications often work independently making it difficult to gain a holistic view to the business. Data dock provides a secure and private way to gain real-time access to your clients business data from these disparate applications.
Data dock is ideal for innovative organizations that need to acquire a comprehensive view of their clients in a scalable way. Your clients will thank you for not having to fill out endless forms and you’ll never have a more comprehensive data set to power your analysis and inform your decision making.
You need information from source, its the only way to get an accurate picture of a business. View financial statements, review sales pipeline, measure marketing campaigns and more to get a complete view. The most accurate and effortless process of acquiring your clients business information can now be rapidly incorporated in to your own business tools via a comprehensive API.
Your clients are provided access to data dock and in minutes can connect their back office software systems and share the resulting data securely with you. You can then use the resulting data directly with data dock’s built in data querying capabilities and dashboards, or you can bring the data in to Excel or your own custom software applications for further analysis.
Information is collected at least daily, providing a consistent and up to date view of a business. This information can then be shared at the click of a button by your clients to you or if they opt-in it can be provided automatically with no further involvement required.
Data dock can operate behind the scenes, powering the client data acquisition process for your own applications and be managed via a powerful API. This allows you to avoid the cost and complexity of managing the large number of different combinations of software applications your clients use and their associated data management and security concerns.