Planning and Prioritization
Scan Insights
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Dive Deep
Take Action
Review your top alerts early in the week
Build an action plan around highest priority opportunities
Filter and sort your alerts to create the view you want
Review the detailed information behind a customer alert
Identify the most promising opportunities
Reject or snooze lower priority alerts to train the system
Work with the relationship team to discuss customer strategy
Set up a call or visit with the customer of interest
Customer Understanding
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Take Stock
Build Content
Extract Insights
Review customer performance
Assess customer-specific risks and opportunitiespriority opportunities
Compare customer to peers
Automatically prepare a client relationship meeting document
Customize the set of charts and metrics that best align to the objectives of the meeting
Identify 3-4 ideas to bring to the customer based on alerts and customer data
Leverage the data to build a sales strategy
