Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Comprehensive CRM features for wealth management are designed to enhance the management and analysis of client interactions, ultimately aiming to strengthen business relationships with clients and Centers of Influence (COIs), thereby aiding in client retention and boosting sales growth. Additionally, it offers tailored trust and wealth management workflows that encompass the entire client operation life cycle. The platform also includes a collection of customizable workflows that streamline the execution of compliance and risk management tasks. Furthermore, these full life-cycle wealth management workflows facilitate various processes, including referrals, pipeline management, fee exception approvals, sales oversight, client onboarding, custom incentive structures, and essential service tools, all of which contribute to delivering exceptional value to clients while ensuring operational efficiency. By integrating these capabilities, firms can effectively enhance their overall client engagement strategy.
Description
Manufacturers are now embracing the new normal and need to integrate Service Life-cycle Management into their Digital Transformation Journey. The biggest SLM challenge today is to deliver exceptional customer experiences while driving high revenue. Organisations need real-time data that is connected and actionable. This data will help them break down data silos in the service industry and make data-driven decisions to improve service operations.
Tavant's service life-cycle solution, powered by AI and advanced analytics is a closed loop innovation that allows organizations to provide a seamless and connected aftermarket experience. This includes customer service, service requests and parts planning, service agreements, field service and service execution, warranty management and remote monitoring, as well as IoT capabilities.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Java
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HWA International
Founded
1977
Country
United States
Website
www.hwainternational.com/tnet-frontoffice
Vendor Details
Company Name
Tavant
Founded
2000
Country
United States
Website
www.tavant.com/manufacturing/service-lifecycle-management
Product Features
Product Features
Product Lifecycle Management
Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management