Relationship Management

Every conversation, in one place.

Relationship notes live in bankers' heads and inboxes. When a banker moves on, the history goes with them.

See it on your branch

Customer email, synced from Outlook

What NPC does

Built for how branches work.

A lightweight workspace for customer and business relationships
Email history synced from bankers' Outlook mailboxes
Next actions, interests and notes
Appointment and lobby history on the same profile

NPC · Nextenture Productivity Cloud

One profile for every relationship

Connected

The profile already knows every booking, visit and outcome, because it shares data with Appointments & Lobby.

Relationship Management is one part of NPC. It works with:

Appointments & Lobby Workforce Management Branch Controls & Evidence Forms, Inspections & Workflows Task & Work Management Critical Asset Operations Learning & Readiness

Demo · Consult · Trial

Start with one need.

See NPC on your own branch scenarios. Demo, consult or trial: whichever helps you decide.

Book a demo sales@nextenture.com