As the day-to-day face of the organization, relationship managers have high expectations and weighty goals – such as increase client satisfaction, meet retention goals and drive growth in client accounts. Every relationship expert wants to provide meaningful strategies for clients; unfortunately, many are too busy putting out operational fires. To be more strategic, they need instant access to key information to more proactively identify solutions for their clients.
ProcessUnity’s product and service Offer Management solution creates a single, trusted source of product and service information. Combined with client usage metrics, service health ratings and best practice/benchmark data, ProcessUnity enables relationship managers to:
Relationship managers are on the front line of service delivery. ProcessUnity reduces the time spent researching custom service requests, giving client teams more time to spend on higher-value activities that result in account growth and increased customer satisfaction.
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