Features Solutions

Deeper Customer Relationships

Competitive advantage in the future will come from deeper customer relationships, building great products and simplify enterprise processes.

RelationshipAI offers a customer 360 view that delivers insights and triggers actions that increase customer empathy for you and delight in your customers.

The AI predicts “business-at-risk” and “opportunity-at-risk” arming your relationship teams to drive the business forward.

Information Blind Spots

Information Blind Spots – #1 reason why relationship management is hard

Today, relationship teams have

Information that is stale, out-of-date
Customer profiles that are fragmented across multiple tools, systems, and teams.
No visibility into the future
No context into interactions with and behavior of customers

Information blind spots hold relationship managers back.

Features

Real-time Customer 360

Connect information silos from across the enterprise to drive a customer 360 view that includes interactions, sales, finance, activity, product usage & quality of service

External Client & Market Signals

Connect internal signals with external market signals including news, government filings, press releases, patent filings, trademark filings etc to drive deep customer insights.

Internal 360 & point-in-time Recommendations

Measure & improve efficiency and efficacy of internal teams as they serve customers.

An Aligned Relationship Management Team

RelationshipAI aligns customer-facing teams on the same view about the customers empowering them not only to leverage the AI-driven predictions that deliver insights into business-at-risk and opportunity-at-risk but also get a clear view into cross line of business (LOB) and cross-functional and department view such as sales, marketing, finance, technology, IT, product and service.

AI-driven Relationship Management

AI-driven relationship management offers

Automated classification of all customer interactions that drive corrective actions and outcomes including automated resolutions.
Ability to surface and retrieve information related to, similar to or linked to a customer related event
Standardize, AI-driven evaluation of prospect or customer health including business-at-risk and opportunity-at-risk predictions to drive thoughtful, prioritized actions.