CLIENT BANK

The Client Bank offers one click reporting to allow you to get the data management you need quickly. From viewing your pipeline to introducer reports all at the click of a button... With The Client Bank you can track client reviews, work your Client Bank and identify opportunities. Never miss a sale again... People spend years building up a client base. Most have paper copies and some may use excel. However with The Client Bank you could show in seconds how many clients you have, show all their documents, policies, how much you have earned and more. Your business now has a value and gives you an exit strategy.

Also known as: The Client Bank

Primary location: Grangemouth United Kingdom