Our products provide unique, high-value data to enrich your client-level analytics and CRM profiles.

Strategic planning and front-line professionals who value a full picture of their customer relationships and customer activity use our Client Analytics for:

  • Closing addressable revenue opportunities with current clients
  • Efficient prospecting and call planning
  • Relationship quality
  • Performance on key drivers of wallet share
  • Predictive indicators of relationship health

Data is available in web-based tools and can also be provided in Excel, CSV or PDF or delivered directly into CRM systems.