A Roadmap for Client Growth
Foundation Client Management is the first solution to combine experience, financial, and CRM information in a single comprehensive client view to drive client growth, including:
- What work your firm has already done for a client
- Who was involved
- How much it was worth
- What other work you should be doing
- How they tally on relationship health indicators
Foundation simplifies the complexities of multiple client entries in your financial system, and hard to manage intricate relationships and structures among your clients. It provides a bridge across financial and marketing data to show you the full working relationship with your clients, uncovering insights not available in any single system on its own.