This will schedule the review meetings throughout the year, look
at which clients are already engaged on a service proposition and
which are suitable for a proposition but not engaged as well as
identifying those clients that don't suit any proposition.
Any crossed referenced data fields can be accommodated. An
example may be a client over the age of 65 with an investment bond,
a bond less than 5 years old, a low risk investor less than 3 years
from retirement etc. The traffic light report is a simple document
that isolates the data that is important to your project
Timebank Review is the perfect mix of bulk and individual. If
you'd like to find out more about this managed service, let us know what your
plans are and we can build you an individual project.