Major Client Management

Give your firm OnePlace to grow your biggest and most valuable clients.

Say goodbye to client strategy documents which get reviewed once or twice a year, and say hello to major client dashboards in OnePlace which bring together valuable data on your relationships and interactions with a major client, and combine that with specific actions for individuals.

With the OnePlace Major Client Dashboards you can better align your firm with your biggest clients to help keep everyone aligned and focussed on improving and expanding your firm's services.

Major Client Groups

  • Add major clients and prospects into targetted groups, or automate this based on fees, industries or locations for example.
  • Control access to allow many or few to see these dashboards.
  • Keep teams aligned on which clients and prospects to focus on.

Major Client Dashboards

  • Analytics to help understand your firm's impact on a client from marketing to, BD and financials.
  • Set business goals and objectives for each client.
  • Set relationship targets and assign responsibilities.
  • Keep your client teams aligned and focussed on growing your relationships.








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