Ensure ROI from your tech stack, reduce client churn and enhance visibility into the essential data and relationships that move the needle.

Improve marketing return on investment (MROI) by improving the accuracy and completeness of data within CRM.

• Deploy hyper-targeted campaigns by creating smart, relationship-centric marketing lists.
  
• Automate CRM data entry for all employees to increase the number of relationships included in CRM
  
• Pull marketing lists with the confidence that data is accurate and updated

Break free from unreliable manual data entry with intelligent automation and realize greater ROI from your technology investments.

• Increase employee productivity
• Eliminate cost by reducing the time individuals spend manually entering contact records.
• Realize greater ROI from your technology investments
• Improve CRM adoption and utilization

Increase customer lifetime value by measuring relationship trends and visualizing insights to make data-driven decisions.

• Give internal stakeholders access to real-time account intelligence
• Effectively and efficiently manage clients with ‘health monitoring’ and trendline analysis
• Receive early warning signals to potential issues to proactively manage relationships and business development

Equip brokers and agents with the data they need faster and easier to accelerate revenue growth from new relationships as well as cross-selling and upselling.

• Receive proactive pre-meeting digest reports with rich insights into key contacts and accounts
• Visualize who knows who to accelerate business development and reduce sales cycles
  
• Sync post-meeting notes and tasks to CRM by replying to an email
• Eliminate manual data entry and automatically sync contacts to CRM from your inbox and calendar