ClientView™ in The Modern Firm®

Put client data to work for your firm. Gain deeper insight into client needs to support them in a far more proactive manner by:

• Aggregating multiple client data points to slice and dice information.
• Maintaining a current, organized list of prospects to focus on timely communication.
• Tracking recurring monthly and annual revenue.
• Identifying upsell opportunities to promote additional services.
• Knowing which clients need to transfer into your defined business model.