Through our Strategic Data subscription, bring a data-informed strategic approach to your firm's business development efforts. It all starts with developing your business strategies, setting your objectives, and making a plan to reach those goals with our relationship intelligence. As a result, your teams make smarter decisions about where to invest time and money to drive a greater return on investment.
InterAction embeds client relationship data into user workflows across Microsoft® Outlook®, Word, and Excel®, so every action is informed by data delivered at just the right time. Everyone in your firm can capture, update, access, and consume client relationship data within their natural workflow at their desk or on the go.
With InterAction Business Planning and Pipeline Management tools you can plan your objectives, set your priorities, and manage initiatives to align and collaborate on opportunities that will drive the highest profitability for your firm.
InterAction gives your teams a way to easily capture data, making it possible to gather insights for big picture overviews and improving strategies, or to drill down into details and make tactical adjustments along the way. Both can increase your chances of converting current and future opportunities into wins.