Spend Less Time Toggling and More Time Servicing Your Clients
Our Comprehensive Customer View provides relationship managers 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 company-wide sources, it allows relationship managers 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 households and extended households, can aggregate and roll up account and interaction information along complex relationship hierarchies. Relationship managers can drill to detailed information on each client, including transactions, family estates, trusts, 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 spheres of influence. This information can be rolled up along hierarchies to allow relationship managers 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: Relationship managers can capture and view notes about the contact.
- In-context messaging: This allows relationship managers to exchange secure messages about the contact.
- Custom Fields & Categories: This enables relationship managers 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 by minimizing wait times for the client and providing relationship managers with insightful information
- Help attract and retain high-performing relationship managers
And that’s just the beginning!