Functions
Client relationships, contracts, service and work management run on the same platform as the investment solutions. A ticket, a task or a contract carries the same client and business context as a proposal or a trade, so nothing has to be re-keyed between tools.
Functions
For the leaders of each function, and shared by every solution.
Customer interactions, leads and engagement.
Tracks customer interactions, leads and engagement in one place, on the same client record the investment solutions use.
Contract life cycle and supplier engagement.
Manages the contract life cycle and supplier engagement, so agreements and the obligations in them are visible to the teams that depend on them.
Ticket lifecycle, with process automation.
Trouble ticket lifecycle management with process automation, from the moment an issue is raised to its closure.
Standardised requests, unified and auditable.
Standardised requests are fulfilled through one unified and auditable process, so every request has an owner and a record.
Knowledge assets, managed centrally.
A repository for managing knowledge assets centrally with access controls, so teams find the approved answer and only the people entitled to it can see it.
Task life cycle, with trackers.
Manages the task life cycle with trackers, so work raised in any solution is assigned, followed and closed in one place.
Collaboration with intelligence built in.
Teams collaborate with intelligence inputs alongside the conversation, so decisions and follow-ups stay attached to the work they belong to.
How it works
A request, ticket or task raised in any solution is assigned, resolved and recorded on the same platform, with the client and business context it started with.
A discovery workshop maps how requests, tickets and tasks move between desks today, then a pilot runs them on one platform.