Are your clients effectively segmented? 

Your clients have different needs and you require different marketing and service strategies. Define segments based on any of the following:

  • Client Details
  • Client Access
  • Activities
  • Relationships
  • Insurance
  • Investment
  • Banking
  • KYC

Regardless of your segmentation strategy TicoonSales will enable you to create these segments and apply the service methods and levels you choose.