TreasuryView Financial Risk Technology
TreasuryView is a simple but powerful tool that helps financial risk professionals increase client revenues and retention. Track your client’s financial risk profile, leverage this knowledge into competitive solutions and present these in a fast, effective manner.
For more information visit www.TreasuryView.com or call us on +44 (0) 131 200 6282 in Europe or +1 604 284 5090 in America or just e-mail sales@treasuryview.com
Click on an image to view a larger version.
Features
- » Automatic tracking of client portfolio and impact of market change
- » Clear identification and prioritization of sales opportunities
- » Simple and immediate conversion of change into competitive solutions
- » Interactive pitches via dashboards and email link
- » Ongoing connectivity deepens relationship and cross-sell
German,
English
Supported Technologies
- Not Applicable -
- Not Applicable -
- Not Applicable -
Web-Based (Browser)
Click on a technology to view similar products within this category.
Pricing
- Unspecified -
sales@treasuryview.com
+1 604 284 5090
Additional Product Information
TreasuryView delivers immediate benefits:
• Revenue increase from improved need identification, conversion rate and higher margin sales
• Conversion of change into actionable solutions and shortening of sales cycle increase revenue velocity
• Revenue retention by delivering competitive solutions and deepening client relationships
• Deeper insights and a tested, proactive approach improve quality and reduce risk
• Operational efficiencies