Benefit: Compliance Monitoring
Use Case: Move employee-client text messaging from their personal lines to the firm’s proprietary lines.
Benefit: Improved Client Relations
Use Case: Your business consulting clients expect a personal relationship with their consultants. Give it to them with Streamline while maintaining your firm’s image and brand.
Benefit: Event and Payment Reminders (if everything in life could be so easy : )
Use Case: Does your client need to be reminded to provide a set of documents or sent a gentle payment reminder. Now you can do this with two dozen keystrokes and one touch of a button.
Benefit: Be Ahead of the Technological Curve
Use Case: Let clients connect to you in the most technologically advanced means available and in doing so you will also become more accessible.
Benefit: Be Ahead of the Technological Curve
Use Case: Let clients connect to you in the most technologically advanced means available and in doing so you will also become more accessible.