Our Customer Liaison Center (CLC) facilitates more effective and timely customer communication. The CLC may operate as a stand-alone system or be integrated into our client's website and/or overall CRM system.
Features:
- Correspondence management, including email and SMS transmission
- Template customization that allows quick generation of account statements, investment strategy reports, research reports, correspondence, customer questionnaires, etc.
- Automatic record filing
- Customer data extraction
- Other back-end management functions
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