Benefits
Improve Productivity
Free RMs from manual administrative tasks with a single complete view of the customer, automated processes, and insightful recommended actions.
Increase Client Retention
Detect and prioritize clients that require extra attention using recommended actions based on client segmentation and service levels.
Maximize the Value of Relationships
Increase cross-sell and upsell by understanding client hierarchies, identifying opportunities to drive deeper sales conversations, and aligning account plans with client profiles.
Accelerate Client Acquisition
Move from discovery to onboarding faster with automated information gathering and interactions tailored to a client's profile and interests.
Features
Collaboration Tools
Facilitate collaboration across client teams with deal chatrooms, Microsoft Exchange synchronization, and coverage teams.
Complex Relationship Modelling
Model corporate hierarchies and other networks, including referrals, legal relationships, financial relationships, business relationships, related parties, companies, and subsidiaries.
Account Planning
Create collaborative account plans across regions and product groups. Users can also submit account plans to management for review and approval.
Comprehensive Client View
Gain a more complete understanding of client profiles and corporate hierarchy, and review all client activities, plus insights provided by advanced analytics.
Interaction Management
View a complete record of both historical and future activities and interactions with clients and client teams including meetings, phone calls, call reports, emails, and tasks. See a history of all relevant documents, including every note, letter, spreadsheet, research piece, proposal, presentation, etc.
Lead & Opportunity Management
Increase conversion rates with streamlined lead and referral management processes that drive best practices for capturing, scoring, distributing, and nurturing prospects.
Onboarding
Streamline client onboarding by guiding RMs through each step, pre-populating appropriate information, collecting additional data, and automatically generating and sending personalized, completed forms to the appropriate parties.
Flexible Security Model
Ensure users see only what they are authorized to see across regions, product groups and opportunities, while supporting local data residency.
Reporting
Empower bankers to create reports and dashboards using data from any integrated source to deliver meaningful insight into any activity or process. No need to involve IT or business administrators.
