Covid-19: Mining your client bank in eKeeper – Part two

Customer profiling and clawback dates With eKeeper data you store within the CRM can be reported upon and used to identify opportunities within your client bank.  Often this doesn’t have to be an explicit date or event, but salient information that can often be extracted indicating possible changes in circumstances or opportunities to engage [...]

Covid-19: Mining your client bank in eKeeper – Part one

Extracting re-mortgage opportunities and protection gap analysis Within eKeeper, reporting and extracting information is key understanding a variety of different ways your business works and the data it holds.  One of these is identifying opportunities from within the CRM and effectively using that data to reservice your client bank.  We’ve generated the following videos [...]