Client & Mandate 360° Relationship

CLIENT & MANDATE 360° RELATIONSHIP

A client's mandates, touchpoints, services, revenue and satisfaction live across teams, so nobody holds the whole relationship. Service gaps and expansion signals are missed and cross-sell happens by luck.

Actors

  • Client Relationship Leads
  • Sector Heads
  • Portfolio & Fund Managers

Systems / Vendors

  • CRM / deal system
  • Finance / ERP
  • BI / reporting

Business Question

"Do we actually see the whole relationship with this client, and where the next service gap is?"

What SPoG Does

  • Consolidates all mandates, touchpoints, services, revenue, satisfaction and expansion signals.
  • Signals intent windows for marketing and origination.
  • Surfaces service gaps that trigger cross-sell.

Outcome Metrics

+20%

Cross-sell pipeline

1

360° client view

6–10 wks

To first outcomes

Contact us to learn more →