KYC - Client Research

Streamline client discussion prep and save 30% of your time

Overview

Streamlines client discussion preparation and research by giving relationship managers fast, unified access to client data. It consolidates internal and external information to build comprehensive client profiles, revealing opportunities and enabling more personalized conversations.

Capabilities

Instantly generating client overviews from internal systems.

Surfacing CRM, Outlook, and Microsoft Teams data for client conversations.

Searching and summarizing the latest web news about clients.

Presenting data in intuitive graphical formats.

Enhancing client-facing preparation with digital assistance.

Impact:

By reducing client research time by 30%, teams are better equipped, more productive, and can focus on building meaningful relationships, ultimately improving the cost-income ratio and enhancing the digital journey for both employees and clients.

Pricing

To find out more about pricing, reach out to us:

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