Improve Client Relationships

GreenKey ingests your audio files, chat, and email to generate deep insights around what’s happening across the firm.

Identify trends in the market
See summarized products mentioned across your communication channels, so you can drill into what the market is asking for and what you’re able to deliver.

Quantify Client Relationships
Figure out whether the time you’re spending with clients is truly driving trades.

Dictate notes to your CRM from anywhere
Recording client interactions can be crucial for maintaining relationships. GreenKey’s dictation service lets you take call notes with your voice wherever you are, automatically populating your CRM.



Monthly Newsletter

Read our Monthly Newsletter, find out about our latest Product Updates and sign up to the Newsletter below to keep up to date.