InterAction for Financial Services Firms
A financial services firm's most valuable asset is the relationships its professionals nurture with clients and other industry colleagues. These relationships, which are often the source of new business referrals, are key to the firm's long-term success.
Knowing about an opportunity is one thing, having the right information and access to key stakeholders, when and where it's needed, is critical to winning the deal. This is what separates the superstars from the rest of the pack. Firms recognise this and are looking for more effective ways to organise and use this knowledge base for business development purposes.
For many savvy firms, the answer is InterAction, from LexisNexis. InterAction is client relationship management software that can centralise your firm's collective knowledge, wisdom and experience and relationship networks into a firm-wide asset known as Relationship Intelligence.
Built exclusively for Private Equity, Asset Management, Investment Banking and Venture Capital firms, InterAction:
- Empowers your teams to harness and use the collective power of its networks to better manage the sales cycle and win deals faster.
- Extends the industry reach of professionals by empowering them to discover and use relationships their colleagues possess to land the next new engagement. Such collaboration to gain an inside track is often the lynch-pin to securing the engagement.
- Blends into the work habits of firm professionals by delivering mission-critical Relationship Intelligence via hand-held devices like BlackBerry, through Personal Information Managers as well as Web and Windows interfaces.
- Integrates easily into the firm's business processes and technical environment by supporting leading 3rd party applications from Microsoft, Citrix, Lotus Notes and Novell GroupWise.
To enhance, maintain and uncover additional Relationship Intelligence, InterAction offers modules based upon your organisation's needs:
- InterAction Contact Verifier™ works to keep the centralised database of relationships up-to-date through an automated e-mail process.
- InterAction Opportunities™ provides firms the ability to accurately forecast future revenues and manage prospective engagements through the business development pipeline.
- InterAction Deals™ consolidates and tracks the unique Relationship Intelligence associated with services delivered to individual clients.
So, the bottom line is InterAction reduces the time it takes to land new business, strengthens the firm's business processes and enables professionals to do more, with less, faster.
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