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Real Time Data Management

Heartbeat Experts’ data management solution helps avoid the tedious, time-consuming, and unmonitored process of sales teams copying and pasting customer data. Heartbeat’s solution easily accesses data sources and automatically populates slides or PDF pages with fresh content in real time, ensuring data integrity, formatting, and styling.

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Key Features

  • Integration

    - Tightly integrate with client accounting applications, reporting systems, or external databases, utilizing web services and XML

  • Menu-based criteria selection

    - Financial Advisors can pull fresh content into customer specific presentations simply by selecting predefined options in dropdown menu items.

  • Template Management

    - Administrators can create dynamic templates that map specifically to internal or external databases with changing content.

  • Automatic Synchronization with data sources

    - Content synchronization can either be pre-scheduled or configured to operate on-demand.

  • Permission-Based Access

    - Administrators can restrict access to these templates and data feeds to their choice of authorized users.

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  • Contact us today to see our enterprise software solutions in action.



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