The results
Using Affinity’s IPaM solution means the bank enriches its CRM system with reliable, relevant and timely data on customers and prospects – data its relationship advisors can use to reach out in critical moments with more-informed solutions.
Now the bank can quickly react to liquidity events, personalise messaging for more tailored and impactful outreach, and capture early signs that a deal may or may not happen.
Affinity’s Relationship Graph also helps advisors understanding a prospects’ social networks to find the best path to approach them (e.g., via existing clients and joint activities such as board membership), or to identify groups of people the bank could invite to an event, for instance.
Advisors can also use the insights from Affinity’s Knowledge Graph to take the fastest route to an introduction – all integrated into Salesforce.
The mass affluent market demands an intelligent, considered process to find and approach the right clients at scale.This responsiveness, transparency and detail means the bank is breaking into this new market at pace, uncovering opportunities that simply weren’t visible before.
See what Affinity can do for your monitoring and prospecting. Learn more about it here: Intelligent Monitoring and Prospecting
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