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We Know...
Your Industry.
More than two decades of sales process expertise is imbedded in the design of ClienTracs. Real life knowledge of the business challenges and first-hand experience selling trust, brokerage, wealth management, financial planning, commercial banking and other financial lines of business are the cornerstones of this powerful solution. The expertise built into ClienTracs ensures you'll always know the next step necessary to increase client value and strengthen sales performance.
The Sales Process.
ClienTracs delivers a straight-forward, proven and repeatable sales process that will grow revenues and increase client value. Relationship managers are able to quickly build and maintain client profiles and financial priorities. ClienTracs then maps the client data to suitable products. Once applicable products are identified, referral leads are routed to the appropriate product specialist. A sales pipeline is automatically built, complete with time-driven reminders and action items designed to track progress and close the sale in a minimal amount of time. ClienTracs' comprehensive suite of reports enables key performance metrics to be identified and monitored.
The Right Solution.
Chances are your organization has automated systems in place to capture and track valuable client information and activities. But, how do you consolidate the information you need to create consistent and valid sales opportunities? That's where ClienTracs can help. The ClienTracs system is able to easily interface with most existing in-place systems including Trust Accounting, Broker, MCIF and many others and deliver actionable information directly to the relationship manager's desktop.
We know what you need to leverage existing client relationships and increase client value:
Powerful Cross Selling Tools
Efficient Referral Tracking
Comprehensive Client Management
Why is ClienTracs different? Because it's based on the way effective relationship manager driven sales environments work. With ClienTracs, you'll always know your next step.
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