Provide a full customer snapshot at a glance, including off-balance sheet data, current wallet share, and last contact date for each channel.
Understand and manage staff sales performance. Reward top performers, and coach those who aren’t selling effectively.
Build and trigger automated 1:1 multi-step, multi-channel marketing campaigns for a more customer-centric approach to marketing.
Get a complete understanding of the customer’s financial situation as part of the larger picture of a financial “household” or economic micro-community.
View and document all customer engagements, across all touchpoints, so sales and service conversations can be picked up right where they left off.
Analyze and fine-tune sales pipeline and campaign performance, increasing conversion rates and revenue.