TITLE

Personal Service for the Semi-High Net Worthers

AUTHOR(S)
Adams, John
PUB. DATE
June 2003
SOURCE
Bank Technology News;Jun2003, Vol. 16 Issue 6, p29
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Features Quadstone's software product that gives companies the ability to use current and historical customer data to understand, predict and influence future behavior. Analysis of customer trends; Identification of sales opportunities; Ability of the product to prioritize, by customer, the outbound calling effort of wealth management advisors or brokers.
ACCESSION #
9981900

 

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