Client Relationship Management

The ARX Client Relationship Management module enables relationship managers to both initiate a relationship with prospective clients and to subsequently manage the established client relationship. It enables an institution to monitor the effectiveness of its relationship managers for performance evaluation purposes and can be integrated with an institution's existing account profitability systems. It can also create specific templates or it can accept an institution's existing customized templates. Further, it has the ability to generate reports which track the efficiency or the RM’s in terms of the numbers and type of calls made and the results achieved.