Financial Services14
Client Briefer
Featured
Special Ability
Assembles the client's history, holdings, and last conversations into a brief before the advisor calls.
Autonomy
Judgment
Reach
Lives On
Runs On Creatio Or Standalone
On The Back Of The Card
Before an advisor calls, the agent assembles the client's history, current holdings, and the last three conversations into a brief, and notes what changed since the last call.
Reads
Client history, holdings, and the last conversations
Produces
A call brief before the advisor dials
Decision Stays With
The advisor
Triggered By
Before each scheduled call
Measured On
Every call
Briefed before dialing
One page
History and last calls
Minutes
To read before the call