Client data
Check and change all client details through their personalised URL, or purl. Verify profile, investment status, set auto-updates and alarms, and manage all client information fields.
From an operations perspective all underlying investment information is kept up to date and Statutory Obligations are fulfilled.
The console allows staff to check that automatic investment updates have been included, and can provide prompts for updates that may require manual input; accordingly it can hold information such as such as stockbroker or accountant details.
Updated information populates your client’s Client Console which is used for statutory communications every six months, as well as being a highly successful opt-in mechanism for marketing and CRM.
From an operations perspective all underlying investment information is kept up to date and Statutory Obligations are fulfilled.
The Operations Console ensures all Client information details are up-to-minute.
- Client’s ‘masterfile’ with notes and update alarms
- Update underlying investment information
- Fulfil statutory communications requirements
- Opt-in assurance for CRM and marketing
- A personalised URL (or PURL) holds individual client data
- Refresh consumers’ Client Console
- Efficient service delivery for all client types