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The demand for wealth management solutions is increasing rapidly. There are more than 2.5 million high net worth individuals in North America who control trillions of dollars in investable financial assets and these assets are expected to triple in the next few years. Competition to win and retain these clients is increasingly important. Financial institutions must place increased emphasis on building deeper customer relationships in order to maintain their current client base and grow new revenues. Cross selling within and between lines of business, therefore, continues to take on much greater importance.
Successful cross selling incorporates four primary components:
- Knowing your client (their needs, goals and priorities)
- Knowing your organization (product/sales opportunities and which product specialist to introduce into the relationship)
- A sales process that incorporates a straight forward, consistent sales and client management experience
- A sales management process that enables managers to monitor results and performance and drive accountability
ClienTracs is a cross selling, referral tracking and client management solution designed specifically for financial institutions that enables Relationship Managers to capture and prioritize financial goals, help identify cross selling opportunities, refer opportunities/involve the right specialist in the organization and manage the ongoing client relationship.
One of the critical components of the ClienTracs system is the ability to capture information on the integrated wealth management opportunity between the Wealth Management and Commercial Banking divisions for closely held business owner relationships.
ClienTracs is the right solution for trust, wealth management and brokerage sales organizations.
View ClienTracs System Overview »
Request An Online Demo of ClienTracs »
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