Customer Service
Take approved advice through implementation and ongoing service, giving Customer Service the information, instructions and workflows needed to deliver an exceptional client experience.
Advice Presentation & Support
Prepare the completed SOA or ROA for presentation and support the adviser through the next client interaction. Access the advice, supporting information and agreed recommendations in one place, helping coordinate meetings, documentation and client follow-up without rebuilding the work already completed.
Advice Implementation
Turn agreed recommendations into clear implementation actions. Emeraude carries the advice and relevant client information forward, giving Customer Service clear instructions on what needs to happen, what information is required and how each recommendation should be implemented.
Tasks & Workflow
Keep every implementation action moving through structured tasks and workflows connected directly to the client. See what needs to be done, who is responsible, what is outstanding and where work is sitting so nothing is missed and advice progresses efficiently to completion.
Client Administration & Communications
Manage administration and client communication without leaving the client record. Update client information, send communications and coordinate requirements while relevant interactions are captured into the client history, helping Customer Service respond quickly and maintain a complete record.
Ongoing Service & Reviews
Continue the five-star service after implementation is complete. Manage service commitments, reminders, review preparation and outstanding actions from the same connected client record, helping advisers stay proactive and ensuring clients continue to receive the service promised.