No longer a value added service, Customer Management is imperative to run a successful, profitable business. From client acquisition through to relationship management, each step is crucial amidst the increasingly competitive global environment. With numerous financial institutions providing similar solutions and services to the masses, often the only differentiating factor is a firms’ ability to effectively manage their clientele.
Acquire
Acquire is a web based customer acquisition tool that allows branches to initiate and manage the client account opening process while following structured user definable workflows and document paths.
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Engage
Engage, a web based loyalty solution, creates a differentiating value-added service to customers by providing the ability to calculate points based on business generated by the customer, and redeem those points for gifts maintained in your own gift register.
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Orchid
Orchid, a CRM tool designed and developed specifically to mirror the institutional broking workflow, assists those managing sales desks and research groups to monitor the servicing of client relationships through an intuitive, web-based platform. Read more…
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