With InterAction's passive data capture capability, you won't have to manually enter the client data already available in your everyday workflow. We integrate with Microsoft® applications to automatically collect data that helps intelligently score relationships, and easily surface this essential insight where you work every day — Outlook®, Word, and Excel®.
Make decisions across the firm informed by insights and data. Think: business development and firm growth planning, pipeline management and opportunity tracking, and reports and analytics brought to life through interactive visualization tools like Microsoft® Power BI®.
We empower a data-driven holistic approach to business development by building connections between overall firm goals, specific initiatives and individual opportunities.
Manage your data in the way that works best for your firm, with tools to proactively manage and organize contact data, ensure compliance, and set standards across the firm.
Whether you take advantage of our external partnerships created with industry leading pre-built integrations or access our Professional Services team to build custom integrations for your firm’s unique solution set, we ensure your client relationship data works across your firm’s entire workflow.