Professionals need the trust of their clients. By embedding client intelligence within your team's workflows, InterAction enables your team to proactively offer guidance and services, securing the firm’s position as a trusted advisor.
Don't miss opportunities because of a lack of client insight. With our CRM, you ensure your team has the tools it needs to focus on nurturing clients and opportunities that have the greatest chance of delivering new business.
Get the benefits of a SaaS solution while maintaining full control of your valuable data with our unique hybrid cloud built with LexisNexis patented technology. Your team can gain access to the newest functionality without heavy IT involvement, securely access data whenever, however, and wherever it's needed, and provide clients with peace of mind that their data is being stored and used properly.