In-Depth Profiling Module

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Comprehensive, flexible profiles incorporate best practices identified from by client consortium members for indentifying cross referral opportunities, relationship expansion, and client database intelligence for campaigns and segmentation.  Profiles can be tailored based on client type, segment and the team professional conducting the interview.   Best practices from the client consortium include leveraging profiles for RM succession and client transfer, and for sales goal planning at the RM and client segment level. 

Team-served and Private Bank client profiles can be shared among specialists, and used as the basis for preparing for Relationship Reviews and Client Reviews.  Profile best-practice templates for specialty areas can be leveraged including Personal Wealth; Charities & Endowments; Brokerage/Insurance Suitability; Employee Benefits; Institutional Trust; and Corporate Trust.

All profile tools integrate with action tickler/follow-up tools, service team messaging and profiling-process execution management reporting.  Elements of the profile seamlessly integrate with broader Relationship Review tools that also include recent calls, account reviews, opportunity status, and retention.

Key Business Functions & Features

• Client Situation and Needs Profiles

• Personal, Company, Institutional Profiles

• Event-driven Action Ticklers

• Client Marketing and Campaign Database

• Client Segmentation based on Upselling Potential