Competitor Fees & Metrics

Wealth Management Price and Discount Data

With Deal Manager

  • Relationship officers are empowered to reduce discounts, communicate confidently and negotiate effectively.
  • Managers see the progress and have the ability to quickly approve or reject changes.
  • Never be surprised by competitor pricing.
  • Make every relationship officer a profit manager.
  • Sophisticated routing makes the workflow smooth, either working in a hierarchy or in teams.
  • Remove the burden from fee operations.
  • Realize optimized, effective fee implementations and ongoing price and discount management.
wealth management performance metrics