Spend Less Time Toggling and More Time Servicing Your Clients
Our Comprehensive Customer View provides bankers with a 360° view of their contacts, in an easy-to-view and navigable format. It gives them the ability to make recommendations in a fraction of the time, without any toggling or data collating.
By consolidating information across all company-wide sources, it allows bankers to create a single point of truth that is shared across all lines of business. Key data points include profile information, demographic information, activities, and related account information.
Key Features to Drive Results
- Relationship Hierarchy: This feature, which models companies and subsidiaries, can aggregate and roll up account and interaction information along complex relationship hierarchies. Bankers can drill to detailed information on each client, including transactions, coverage team, related parties, and documents. In addition, this functionality models client relationships, including the client’s personal and professional relationships, coverage team, ad hoc hierarchies, and referrals. This information can be rolled up along hierarchies to allow bankers to view all of the above information for each relationship.
- Interaction Journal: Our Interaction Journal logs all client interactions, including meetings, communications, events, etc.
- Notes Capability: Bankers can capture and view notes about the contact.
- Custom Fields & Categories: Enables bankers to collect extended profile information.
The Value that Our Comprehensive Customer View Can Provide You
- Drive referrals and opportunities to increase proposals and close deals
- Support business growth by driving client loyalty
- Enhance face-to-face client experiences and provide bankers with insightful information
And that’s just the beginning!