Client and Prospect Tracking System
Today's innovative financial institutions need tools to better manage the needs of their clients and potential clients. They need a real-time system that manages client relationships and tracks the activities of their employees that serve their clients. MSI's client and prospect tracking system (Contact Management) was designed specifically for financial institutions like yours.
What can the contact management system do for your institution?
- Track prospect information in real-time
- Track employee activities throughout the sales process
- Schedule follow-up activities
- Record history in each household profile
- Receive and review management alerts
- Make referrals to internal employees or outside representatives
- View custom performance measurement
Want more information about the client and prospect tracking capabilities of CONNECTIONS? Check out this detailed information.