Client Lifecycle Management
Smart Client
Management Solution
Better serve your clients increasing sales and revenues
Client Lifecycle Management is the front-office application for financial institutions that provides comprehensive benefits to businesses by streamlining and optimizing the entire client lifecycle.
By leveraging a client lifecycle application, you can create a more efficient, client-focused operation that enhances satisfaction, drives growth, and boosts profitability. This comprehensive approach not only improves the client experience but also provides the tools and insights necessary for sustained business success.
Benefits of Client Lifecycle Management
What To Expect from Client Lifecycle Management
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
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.
Unleash Your Digital Potential
Ask for More Information about
Client Lifecycle Management
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.