Features:
Data-sources: local/remote file, API, imports, manual entry,
Storage: stream or database,
Advanced data loads with scheduling,
Visualization: combined charts, tables, filters,
Thresholds for alerts and color coding.
Our visual verification enhances security and privacy
Personalize clients communications thru customer-preferred channels and mobile devices.
Using workflows and shared folders to easily create and automate, market targeted products and services to high growth, high net worth customers.
Ensure consistent branding across channels, remain compliant with regulations, and preserve document fidelity. Utilize u2i ECM engine (Enterprise Content Manger) to manage content inclusion or exclusion process with automated compliance support.
Guarantee all partners, associates and employees have access to all the tools and information required to complete their tasks and engagements with clients.
Increase visibility and control over resourcing.
See who’s available by skill and capacity and understand how much work they can take on.
Forecast resource needs, and shift resources to meet goals.
Easy collaboration, utilize relevant knowledge worker to collaborate and accessible as needed.
Turn data into decisions.
The benefit of resource scheduling by u2i
MSCS, MITS, Founder, President and Director
● Founder, President and CEO of BPSNA (Business phone Solution north America)
● Founder, President and CEO of ippbx.com, creator of terminology of IPPBX back in 1998 as Internet Protocol PBX.
● Founder , President and CEO of Sequelnet.com (Private Cloud Computing)
● A Medical Doctor by Profession, who left Medical field as COO of Long Island Heart Associates (AKA Mount Sinai Doctors) in 2012 to make himself more available to his special need son.
Director and Medical Advisor
● Dr. Steven Shayani is the Medical Director of Mount Sinai Doctors LIHA and serves as The Mount Sinai Hospital Director of Outpatient Services for Long Island.
● As the Chairman and President of New York Heart Research Foundation (NYHRF) since 2002 Dr. Shayani has been the principal investigator for a multitude of national and international clinical trials.
Director
● Founder, President and CEO of Arbor Lane Advisors, Inc.
● His career on Wall Street spans over 30 years, mostly focused on the distribution of Equity Capital Markets product to Financial Advisors and retail investors.
● Head of Retail Origination at Wells Fargo Securities (from July 2005 – October 2018)
● Worked on the retail equity syndicate desk of both Morgan Stanley and Citigroup.