BERWYN, Pa.--(BUSINESS WIRE)--Archer is now the only investment management solution to offer clients fully archived, live, online chat following its integration of Zendesk’s Zopim Chat technology.
Archer, a technology and services innovator for the investment management industry, today announced that Zopim Chat has been fully integrated into Archer’s investment management services platform. Zopim Chat is a service of Zendesk, a leading cloud-based customer service software company. While instant messaging and chat features have become commonplace, having a chat feature integrated into an investment management solutions platform has not been done before now. Chats can be initiated from within Archer’s secure platform with a single click and the dialogues are automatically integrated into Archer’s Zendesk customer support tracking system.
“Our technology team has again leveraged Archer’s secure and flexible systems infrastructure to provide another tool that allows our operations team to deliver best-in-class service,” said Bryan Dori, CEO of Archer. Bill O’Toole, SVP of Archer Operations added, “A chat feature complements Archer’s suite of operations services. Chat helps us expedite issue resolution, and our proprietary integration of Zopim within the Archer platform gives us the significant benefit of an audit trail to continually monitor our effectiveness in meeting clients’ needs.”
The Archer technology platform supports investment management operations with end-to-end integration of proprietary order life cycle management, monitoring and reporting tools including performance measurement, and workflow management such as document storage and staging. Archer’s operations solution allows for the selective outsourcing of investment management support for institutional, private wealth, and managed accounts.
Archer is a technology and services innovator for the investment management industry whose clients manage more than $1 trillion in assets. Archer offers simplified technology solutions and selective operations outsourcing which give investment managers stable and controllable infrastructure to facilitate growth. Visit ArcherIMS.com for more information.