Our Intelligent Customer Management solution leverages the power of artificial intelligence, machine learning, and analytics to help you through your digital transformation journey.
By delivering a truly integrated CRM product that delivers on the real-time data requirements of each firm, our platform provides you an in-depth understanding of your customer to drive upselling opportunities. On top of that, it will enhance the client experience by offering them an omni-channel experience.
Powered by artificial intelligence, our CRM capabilities equip agents to meet their business needs.
Designed to drive productivity, our case management feature allows agents to track the status of a request or case throughout the request lifecycle. Through our robust workflow capabilities, cases are integrated with Activity Plans, which generate and assign automatically tasks. On top of that, it enables agents to efficiently close cases, all while increasing client satisfaction.Learn More about Case Management arrow_forward
Developed to help establish and maintain householding for multiple customers living at the same address, and manage relationships for multiple customers living at different addresses, our CRM for Insurance product provides flexible householding functionality to facilitate policy aggregation. It also facilitates the modeling of complex relationships including referrals, family relationships, related parties, companies, and ad-hoc relationships such as associations, or professional affiliations.Learn More about Householding arrow_forward
Aimed at measuring client engagement across multiple campaigns, our Lead and Campaign Management feature allows agents to view engagement - from the highest level to the individual campaign level. This features also allows agents to configure criteria by campaign to provide additional insight.Learn More about Lead & Campaign Management arrow_forward
Built to consolidate all key information across your firm, our Comprehensive Customer View equips agents with the most informative, insightful and up-to-date information.Learn More about Comprehensive Customer View arrow_forward
Designed to reduce wait times and enhance client servicing, our Call Centre feature enables call centre agents to be more productive via telephony and email integration. Key benefits include screen pop and phone controls.Learn More about Call Centre Integration arrow_forward
Designed to help consolidate all key information across firm-wide data sources across your firm, our Comprehensive Customer View equips your advisors with the most informative, insightful and up-to-date information.arrow_forward
Designed to help our capabilities run at full capacity, our key technology components
help drive our CRM forward.
Based on visibility rules, our dynamic, flexible, and centralized security model allows agents to share information without worry. Founded on industry-wide standards, it allows us to directly map to existing security models and leverage existing entitlements models. Security rules are enforced by our main server and are centrally defined in the Business Domain Model. This way, they are applied across the board, regardless of your UI or access method.
Key components of our security model are: integrated agent authentication, data visibility, functional entitlements and encryption.Learn More arrow_forward
Designed to address the constantly-changing regulatory environment, organizations are under increased pressure to comply with fiduciary and regulatory requirements. That’s where our extensive experience working with leading global financial institutions comes in. Not only do we specialize in helping firms meet their regulatory obligations, we integrate with local and regional policies and standards.
We also provide data virtualization capabilities that you can use to satisfy complex in-country and cross-border data residency requirements across multiple jurisdictions.
We can help you comply with industry and government standards and privacy regulations through key features: data virtualization, security, business rules, Smartforms & workflows, reporting and auditing.Learn More arrow_forward
Book a demo today and learn why we are a global leader in the CRM space.Book a Demo keyboard_arrow_right