Interactive’s customer relationship management module eases workload and builds loyalty
Interactive’s customer relationship management software gives advisors the power to transition seamlessly between a client’s personal information and account data, a benefit unavailable with standalone CRM modules. Features available include practice intelligence, client and advisor access, practice management and compliance support. Using state-of-the-art functionality, you can:
- Generate up-to-date financial summaries and cash flow reports
- View comprehensive client information
- Create client holding reports
- Communicate quickly about changing market conditions
- Print or export customizable lists for detailed analysis
- Manage and share client documents and presentations securely
- Create secure and personalized site for client and advisor access
- Set alerts and alarms for virtually any situation
- Manage and automate office workflow and business processes
- Manage advisors through tiered reporting
- Maintain compliance with secure document storage
