Client Meetings and Calls  

Turn every client interaction into a cross-selling opportunity.

The Client View Tab identifies the specific rank-ordered sales opportunities (WHAT) for each client and prospect with reasons (WHY) each opportunity is relevant, and puts this information right at the financial professional’s fingertips.  A client report of all the client’s needs can also be generated from this view.  Everything a producer needs to engage the client is on this screen.

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