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Finpace vs. Competitor: What’s the difference?
Why should your business use a video hosting service like Wistia when there’s YouTube? YouTube is the world’s biggest video search engine (1.7 billion unique monthly visitors) and it’s owned by Google — so it must be the best for my business and video SEO, right?
If your ultimate goal is audience reach vs traffic aquistion, sure! However, if the goal is to get your viewers to visit or buy something on your website, you’re going to need to get a lot more intentional with your video marketing strategy. And, that’s where Wistia can help!
WISTIA VS YOUTUBE COMPARISON:
PRECISE FP
Workflows and data-gathering
Starting at
$
89/mo
Basic feature
Basic feature
Something really valuable
Something really valuable
Something really valuable
Something really valuable
Something really valuable
FINPACE
Full suite of automation tools
Starting at
$
99/mo
Basic feature
Basic feature
Something really valuable
Something really valuable
Something really valuable
Something really valuable
Something really valuable
PRECISE FP
Workflows and data-gathering
Starting at
$
89/mo
Basic feature
Basic feature
Something really valuable
Something really valuable
Something really valuable
Something really valuable
Something really valuable
Account
User Licenses
The allotted amount of team members you can have on your account within each plan.
Up to 3
Up to 9
Unlimited
Terms
Our standard terms of service apply to all plans. For more flexible terms, contact us about an Enterprise package.
Standard, monthly or annual
Standard, annual
Custom
Mobile
Mobile-optimized version of Finpace.
Setup fee
Our team will assist you with overall setup and configuration of your account, pulling in best practices to ensure your success
Top use cases
Task Automation
Minimize your required, yet redundant tasks as Finpace will do them for you automatically.
Client Onboarding
Elevate your brand, reduce your hiring friction and eliminate your ongoing engagement stressors.
Firm Rollovers
Roll over a new book of business in minutes, not months.
Building Pipelines
Make it easier for your target audience to interact with you where they are: online.
Ongoing Engagement
Improve your customer satisfaction and reduce your manual labor efforts.
Core product
Customizable Forms
Personalization of your brand and voice, at scale.
SMS Portal
An easy, compliant way for you to communicate with your customers via text.
+$7/user/month
Contact Details Repository
All contact details are safely and securely stored, and very quickly recalled when you need them.
Document Builder
An easier way for you to execute customizable, sign-able documents with minimal effort.
Tags
Use these to organize your book based on interest and quickly communicate relevant content to only those who care.
Search Contacts
Easy-to-use search navigation bar within your dashboard, helping you service desired accounts faster.
Multiple Investor Collaboration
An orderly and fast way to executed agreements with multiple parties.
Limited
Pre-Built Forms Library
Get started in as little as a few minutes with this intuitive forms package.
Limited + $199 one time
Tracked SMS Outreach
Every text conversation is tracked and recorded via HTML for compliance adherence.
Task Reminders
Never forget to complete an essential line item in your workflows again!
Calendar Integration
Customize your process with specific calendar links before and/or after forms completion.
+$2/user/month
Customer Status Visibility
Within your Finpace workspace, you will always know what part of the process your customer is in.
Status Search
Quickly find any document, client and or started/completed action with a simple search bar built-in to your automation workspace.
SSN Collection
Finpace adheres to the highest security protocols to ensure all data, even SSN, remains safe.
User-Defined Fields
An easy way for you to ask custom questions and have them map to your CRM, automatically.
Activity Stream
Notifications
Administrative Controls
Mobile Web App
Integrations
1 CRM/user
3/user
Unlimited
Integrations Request
Compliance and security
Record-Keeper
In a click you can export all your activity in a detailed report for compliance.
Permissions & Visibility
One-time Passwords
Make it easy for your team and customers to engage with this platform through one-time passwords (OTP). No more remembering and/or clicking "forgot password" with this feature!
Session Timeout
2-Factor Authentication
Batch Audit Reports
Give your auditor whatever they need around engagement compliance with a click.
SSO
SSO or "single sign on" allows your users to securely interact with multiple applications all from one set of authentication credentials.
SOC 1 & 2 Compliant
SFTP Account Reports & Backups
Military Grade Security
Services
Support
Support specialists are here to answer any questions from installation through troubleshooting complex customizations.
Email
Email and call
Email and call
Dedicated Support Team
Your very own support manager is only an email or phone call away!
Data Portability
Your data and that of your customers belongs to you. If you decide to leave Finpace, you get all your data immediately. We neither sell your nor your customer data to any third party for any reason, ever.
Personalized Onboarding Call
Video Tutorial Library
Email Features
Dynamic Batched Emails
Communicate with all your customers at once with one email. Finpace will customize this email to make your customer feel as though they are the only one receiving it.
Email Templates
Coming soon...
Coming soon...
Coming soon...
Customization
Custom Implementation
White-Labeling & Dedicated IP
Custom Domain
