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Field representatives now effectively manage all aspects of the sales cycle and drive opportunities, increasing their effectiveness.
- Representatives can access detailed client visit reports, calendar items and contact information that provide the insight for informed business decisions.
- Vaultus provided localized verisions in French, Italian, English and German, enabling representatives throughout Europe to view the same system, but in their preferred, native tongue.
View Detailed Case Study
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Industry’s most advanced mobile application
- Thousands of users
- Gives customer secure real-time access:
- Trade stocks
- Real-time streaming of quotes
- Monitor market performance
- View articles/research
- Transfer funds
- Create custom alerts
Merill Lynch
- Gives Merrill's Financial Advisors and Investment Bankers secure anytime, anywhere access to:
- Client portfolio performance
- Deal status, activities, forecases
- Call report and client history
- Data can be entered and updated while on the go.
- Enables 1,000 Relationship Managers to have real-time access to:
- Customer & prospect data
- Forecasts
- Product history
- Customer service requests
- Loan status
- Industry’s largest “Collaboration” Portal
- Improves efficiency and quality of care with anywhere anytime access to Patient records
- Fast, secure access to patient data - enables safer care decision
- Creates a more satisfying care experience: for Patient & Provider
- Procter & Gamble Managers use Vaultus to get secure, mobile accesstheir Sales and Operations Performance data.
- Data updates automatically pushed to managers.
- Data refreshed daily & filtered by employee’s role in the organization.
- District Managers use Vaultus to view the "daily flash" retail store sales performance data.
- Just 2-clicks from summary view to detailed data analysis.
- New data automatically pushed the TJX managers.
- Integrates with TJX's Oracle Data Warehouse.
