Client Review
Supercharge advisor productivity and maintain a holistic view of your client’s financial needs.
As banks and financial institutions strive to yield higher returns, it’s crucial that bankers and financial brokers position themselves as trusted advisors who exceed client expectations. A well-executed strategic account planning process can elevate customer relationships to drive better results. Use this template to track and discuss pipeline, key opportunities, workstreams, and scorecards within a shared collaborative workspace.
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Relationship Mapping
Add a relationship map within your account plan so that the expanded sales team can view organizational hierarchies.
Salesforce Report Data
Add Salesforce report data so the extended team can view the latest information, collaborate, and gain insights.
Einstein Insights
Use interactive filters to add personalized dashboards that help you focus on closing opportunities.
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Client Notes for Financial Services
Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.