Foresee your clients’ needs – and offer the right product at the right moment.
1. Sales Performance at Financial institutions
Foresee your clients’ needs – and offer the right product at the right moment. How can your advisors know which customers and prospects to call – and which products and services to pitch? Qlik brings together and analyzes data from product holdings, client situation, research, and market movements to reveal an actionable call list. As a result, your advisors can be there with relevant advice about the right products – right when their clients need them most.