The foundation solution helps identify, manage, and track relationships between clients, pensions, endowments, foundations, defined contribution, sub-advisory, as well as financial intermediaries and strategically managed relationships.
- Better profile and segment key relationships
- Gain real-time visibility of opportunities, deal processes, deal insights, and forecast analytics
- Track and manage distribution lines and performance of dealers, branch offices, and individual reps
- Better manage pitch response and RFP and RFI process