Spend Less Time Toggling and More Time Servicing Customers
Our Comprehensive Customer View provides advisors with a 360° view of their contacts, in an easy-to-view and navigatable format. This is exposed through our Integrated Desktop, which delivers a comprehensive view of front, middle, and back-office information. To present this information to users as a single application, this information is combined with CRM functionality and workflows in a flexible portal container with seamless context passing. In sum, you can quickly and effectively leverage company data and applications to better understand, sell to, and service your clients.
By consolidating information across company-wide sources, it allows advisors 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
Integrated Advisor Desktop: You can integrate back office systems and advisor applications into an Integrated Advisor Desktop. This dramatically reduces the amount of time advisors spend on double entry, manually collating data from multiple applications, and filling out forms.
Relationship Hierarchy: This feature models households and extended households. It can aggregate and roll up account and interaction information along hierarchies. Advisors can drill to detailed information on each customer, including transactions, coverage team, related parties, and documents. In addition, it 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 users to view all of the above information for each relationship.
Interaction Journal: Our Interaction Journal logs all client interactions including meetings, communications, events, etc.
Holdings and Transactions: We integrate client information from other systems including accounts, holdings, transactions, buying history, trading volumes, credit limits, revenue, holdings, assets under management, interests, and research subscriptions.
Data and System Integration: This integration with internal systems and external data feeds ensures that you have a comprehensive view of your clients
The Value that Our Comprehensive Customer View Can Provide You
Drive referrals and leads to increase proposals and close deals
Increase client loyalty
Enhance face-to-face client experiences by minimizing wait times for the client and providing advisors with insightful information