Call / Activity Reports

Call and Activity Reports provide the ability to capture, in a structured way, the conversations between relationship managers and clients. Clients have used Call Reports to standardize what information is captured after a client meeting, the sharing of the information with other relevant parties, and archiving of the conversation for reference in future conversations with the client. Some organizations send a copy of the call report to the client as a part of their customer service commitment to excellence. Call Reports quickly become one of the most used solutions once implemented.

Financial Services Data Integration

Green Beacon developed the Financial Services Data Integration solution to address three issues. (1) Sales reps were spending a good amount of time developing prospect list outside of Onyx, and had a hard time importing their prospects into Onyx. (2) Key contacts at prospect organizations change jobs frequently, and updating contact information in Onyx could be a full-time job. And (3), 3rd party data sources provide information that is not readily available in Onyx for their customers and prospect.

The Green Beacon Financial Services Data Integration integrated with leading industry data sets including BigDough^TM, Nelsons^TM, and MMD^TM, and provides:

• Automatic updates of corporate and contact data in Onyx.
• Access to financial data and recent news for a contact, updated daily, through Onyx.
• Automatic updates of corporate hierarchies post mergers, acquisitions, or restructuring.
• Prospecting with seamless integration of prospect lists into Onyx.

Corporate Master / Data Integration

Financial service organizations typically have a multitude of systems that need to be integrated to provide a single view. The majority of our financial services clients have struggled with 3 key areas in customer management: Integrating their customer data into a corporate master, refreshing their customer and prospect data (contacts, addresses, mergers and acquisitions, hierarchies), and managing multiple views of their customers (hierarchies).

There are two types of corporate master implementation.

• An Integration Customer Master is used to integrate data from a variety of sources into one, organized structure of corporations, sites and locations, and contacts.
• An Organizational Customer Master is used to maintain the quality of the date stored in the business systems; this solution reduces the number of duplicate entries per contact or organization, and makes it simpler for users to find the right record in their systems.

Green Beacon has helped multiple firms develop multi-dimensional, synchronized Customer Master solutions that have facilitated the consolidation of customer data for organizational reporting, consolidated customer statement, data warehousing, and customer portal infrastructure.

Referral Tracking

Onyx does not provide a simplified solution for tracking referrals from internal or external sources. For most of our customers, referrals were traditionally sent via email, which was simple to do, but did not provide any tracking as to what happened with the referral (follow through) or visibility into whether or not the referrals provided by a specific source were valuable (referral analysis).

To address this issue, Green Beacon developed a simplified referral process for tracking referrals. The tool allows users to add a prospect, select or add a referral source, and create potential referral opportunities for multiple service lines at the organization. Once the referral is created, it automatically tracks the referral, notifies the recipient of the new referral opportunity, and notifies the creator when the opportunity is closed (whether won or lost).