Have you ever been frustrated thinking about...
"Which of my trust customers aren't banking with me?"
"Which of my banking customers should be trust customers, but aren't?"
"Is my customer contact information consistent across all products/services?"
"Why can't I see a 360 degree view of my customers?"
"What is the total wallet share of my customer?"
See all customer relationships
Extend profitability across products
Expand existing core opportunities
Opportunities outside of core
Target competitive products
Identify exceptions across products
Normalize customer data across products
Identify changes in contact information across products
Identify attrition beyond core banking
Track large balance changes across all products
Identify customers using multiple products
Identify and expand wealth management
Acknowledge customers with multiple products
Business line performance