Overview:
Excessive administrative tasks mean less time building Client relationships. This Topic streamlines post meeting follow-up by organising client goals, recent interactions, financial trends and relationship updates so bankers can focus on strategic growth and stronger client relationships.
Actions Invoked:
Structure Meeting Notes, Create Interaction Summary, Create Account Plan Objective, Recommend and Create Interest Tag, Create Opportunity, Create Case, Create and Assign Task, Draught and Send Email
Data Sources:
CRM Data, CRM Record, Transaction Data
Industry Data Objects Referenced:
Account, Interaction Summary, Interaction Attendee, Account Plan Objective, Opportunity