CLIENT INTERACTION

Communicate the right information at the right time to the right client

Interact with your clients in a proactive and targeted way.

Demonstration
The problem the advisor encounters

It is difficult to communicate effectively with your client. The exchanges of information between the advisor and the client are not always relevant, traceable or organised. Each client is different and their wealth features require tailored information.

The solution Efficience ®provides

Efficience® is used to segment the information the advisor provides to clients based on their individual wealth profile. It can send timely and profitable information to a type of client with a common interest. The client and the advisor can then discuss each of the assets comprising the heritage in an organised manner, in the form of a direct discussion.

  • 6-1-Communication-ciblée
  • 6-2-Annotation-et-documentation-des-biens
  • 6-3-Traçabilité-de-l-activité

Find out more

  • Targeted communication

    Send targeted communications to your clients based on the details of their assets and wealth.

  • Annotation and documentation of assets

    Give people who can access your clients' account the opportunity to comment or document the assets encoded in the wealth analysis.

  • Traceability of the activity

    Follow in real time the activity (connections, changes, etc.) of the accounts of your clients and your employees.

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