Neglecting clients over time can lead to attrition and revenue loss. When access to multiple systems is required to gain a full picture of an advisor’s workload, client status and compliance work, significantly more time is spent on administration than client engagement.
Manage provides relationship managers with a true 360-degree view of every client and client book, accessed via a single sign-in to all of the data and insights needed to deliver exceptional client service. High levels of automation enable daily work to be simplified, accelerated and tracked – from routine administration and compliance tasks to complex, data-driven analysis and next best actions. And the automated delivery of intelligent insights empowers relationship managers to offer investment advice that is both appealing and timely, at scale.