Client Lifecycle Management

Streamline and optimize the entire client lifecycle with a more efficient, client-focused operation that enhances satisfaction, drives growth and boosts profitability.

Smart Client Management Solution

Engage Clients & Prospects

Connect to customers and their digital lifestyle, increasing prospect conversion with a frictionless, automated and compliant process flow.

Structured sales insights with auditable open leads
Opportunity management including estimated AUM
Offered portfolio/services tracking
Goal setting and tracking

Enhance Customer Relationship Management

Consolidate all client information in a single, accessible platform, allowing for a holistic view of each client in terms of portfolio, preferences, and past interactions.

360° view of client data, investments, assets, relationship, document store and tracking
Data-driven insights and decision making
Automation of routine tasks
Continuous paper-less maintenance of client information
Efficient suitability annual reviews

Improve Client Retention & Loyalty

Enhance client satisfaction facilitating tailored communication and ensuring timely, consistent and relevant interactions throughout the client lifecycle.

Personalized client interaction and real-time communication
Proactive client engagement
Customer satisfaction
Monitor and control client situation and track kpi’s

Smart Client Management Solution

Engage Clients & Prospects

Connect to customers and their digital lifestyle, increasing prospect conversion with a frictionless, automated and compliant process flow.

Structured sales insights with auditable open leads
Opportunity management including estimated AUM
Offered portfolio/services tracking
Goal setting and tracking

Enhance Customer Relationship Management

Consolidate all client information in a single, accessible platform, allowing for a holistic view of each client in terms of portfolio, preferences, and past interactions.

360° view of client data, investments, assets, relationship, document store and tracking
Data-driven insights and decision making
Automation of routine tasks
Continuous paper-less maintenance of client information
Efficient suitability annual reviews

Improve Client Retention & Loyalty

Enhance client satisfaction facilitating tailored communication and ensuring timely, consistent and relevant interactions throughout the client lifecycle.

Personalized client interaction and real-time communication
Proactive client engagement
Customer satisfaction
Monitor and control client situation and track kpi’s

Better Serve Your Clients and Increase Revenues

Reduce complexity and proactively manage more clients through omni-channel processes
Seamlessly orchestrate your marketing campaigns in one place and track their success
Increase advisor productivity and enhance process efficiency
Generate insights and KPI performance throughout the client lifecycle
Automated validations ensure data integrity throughout the complete lifecycle

Unleash Your Digital Potential

Ask for Demo

Client Lifecycle Management supports various organizational structures, allowing for the segregation of tasks, activities, approvals and auditable records ensuring full traceability for compliance.

Technically, it is delivered as a managed CRM solution which runs on Microsoft Dynamics 365 platform along with a managed CRM backend layer which extends business logic and integration capabilities beyond the standard Microsoft offering.