Leverage Client Data to Inform Business Decisions

Making data-driven decisions with comprehensive and accurate data is the key to improving client service, promoting growth, and increasing profitability firm-wide.
Stay Competitive with Strategic Data

To make the kind of data-driven decisions your firm needs to grow, you need to trust your data. InterAction gives you the ability to consolidate and share the highest-quality data and insights presented in robust dashboards and reports that allow you to look at data across the firm to build targeted growth strategies.

Uncover Growth Opportunities

Relationship data is the foundation of your firm, and our intelligent relationship scoring helps you discover opportunities with the greatest chance for success. InterAction strategically measures client connectivity and evaluates engagement levels to help you to focus on the right relationships, in turn, generating more business.

Insights to Fuel Firm Growth

Harness the power of your firm's data with InterAction's dashboards and range of reporting options. With access to our comprehensive insights, your team can look at data across the firm to empower business development initiatives, highlight potential risks, and uncover relevant details to increase chances for winning new opportunities.

Every Action Informed by Data

Clients are the key to your firm's success. Improve client experience by embedding essential data into your workflow, so each engagement is based on an understanding of the client's needs and preferences. InterAction embeds client relationship data across Microsoft® Outlook®, Word, and Excel®, allowing your team to capture, update, and reference the information where they work most.

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