Even the smallest firms can have hundreds of clients. Large firms can have hundreds of thousands.
Managing a client service proposition which commits the business to regular client valuations has until now been a significant cost and administrative burden.
Although automated valuations (sometimes called contract enquiry or real-time valuations) have been available from a number of Product Providers for some time, Client Care Desktop offers users two essential differences; scheduled requests and batch processing.
Coupled with the ability to produce individual Contract Enquiry requests on demand, these solutions offer users the ability to really take control of the automated valuations and decide when they wish to receive the information.