INVESTRAK is a s a portfolio of pre-built online solutions that can be used to improve customer service and experiences.
It is a fully integrated web based customer access suite comprising:
- Investor, Adviser and Dealer reporting
- Contact activity tracking and reporting
- Public Website maintenance and administration
KEY BENEFITS
- Rapid deployment using pre-built modules
- Reduced margin for error and overheads for maintenance of additional data and systems
- Real time online reporting modules
- Consistently branded solution
- Manage and track customer contact activity online
- Public and private web site management
- Complete Creative, Technical and Strategic web solution partner with Financial Services track record
|
