Client Engagement
Establishing trust is crucial for building strong client relationships.
Point ensures your team works with accurate and complete data, providing your client engagement tools with the same reliable information.
Integrate Point with leading digital client solutions like moneyinfo and Orca to deliver top-notch client engagement experiences.
Trust. Trust. Trust.
Client engagement solutions that rely on data-sets different from those used internally for decision-making, risk providing inaccurate messages to the client.
Point provides investment managers with an investment data foundation, ensuring the same data set drives investment and business decision-making, and all client engagement solutions.
Key Client Engagement Features
Trusted, reliable data
Ensure all client engagement is based on accurate, reliable information.
Modular engagement suite
Select the client engagement experience you need from best-in-class 3rd party solutions.
Timely
Answer client questions immediately with access to the right data at your finger tips.
Transparency
Build trust by providing your client with a deep understanding of their total wealth position.
Deep Client Relationships
The client experience is central to investment management success.
The Point platform providers users with the data assurety to make the right decisions, answer client questions and deploy best-in-class modular engagement solutions as and when required.