App Store

Clients & Relations
Client Relations for Trust Companies

<p>In newly global economy, relations of trust companies have become even more important and any breach of trust can damage those relationships forever. Compliance regulations requires clear and transparent conformity for recognized frameworks. For this reason a global team of compliance professionals recommends the OrangeCubes Clients&Relations app to reduce risks by tracking and monitoring client relations.</p> <p>Manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving growing relations details.</p>

<p>The trust company has a job that requires a lot of attention and stressful. Record and track your client relations. You don’t have to records information on unstructured folders and non-exclusive applications like spreadsheets. Clients&Relations application provides tailor made business process for trust companies.
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Simplify Your Relations

The trust company has a job that requires a lot of attention and stressful. Record and track your client relations. You don’t have to records information on unstructured folders and non-exclusive applications like spreadsheets. Clients&Relations application provides tailor made business process for trust companies.

  • Transparency of Client

    View all relations in one single page and provide transparency on your business. Choose relation and display all related information which you choose. View all relation hierarchy with unlimited level of in relation network.

  • By Compliance Professionals

    Record all client relations database that driven by business partnership with compliance professionals. No more information gaps and forgotten details. You will not need the additional tools, documentation to ensure compliance regulation rules.

<p>Expand your frame of your business and your perspective. Clients&Relations app is tailor made for you and provides compile information on customers across different points of contact between the customer and the company which could include the company's website, telephone, live chat, direct mail, marketing materials and social media.
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Distinct Features

Expand your frame of your business and your perspective. Clients&Relations app is tailor made for you and provides compile information on customers across different points of contact between the customer and the company which could include the company's website, telephone, live chat, direct mail, marketing materials and social media.

  • Account Managers

    Define your account managers with clients to perform automated notification when a change is occur.

  • Identification Documents

    Record All Identification Papers in one place that attached to client information.

  • Client Log

    Store all client monitoring activities in an activity stream that automatically shared with responsible account managers.

  • Historical Representatives

    Attach client representatives with organizational information by date.

<p>Clients&Relations app has been switching between applications which are Time and Services, Transaction Monitoring. Display given services and transactions in one single page and get rid of confusion and waste of time.
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Integrated With Other Apps

Clients&Relations app has been switching between applications which are Time and Services, Transaction Monitoring. Display given services and transactions in one single page and get rid of confusion and waste of time.

  • Time and Services

    Integrated with Time and Services app to define your given time or material based services on client basis to achieve same quality level. By service definition you can set the annual, period and quantity based pricing policy.

  • Transaction Monitoring

    Integrated with Transaction Monitoring app to access transactions reports from Clients&Relations with one click.