Using Client Intelligence in MAX
Client Intelligence helps you better understand the leads and clients already in your firm by enriching their records with additional information and attributes.
Using Client Intelligence in MAX
Client Intelligence helps you better understand the leads and clients already in your firm by enriching their records with additional information and attributes. This added context can then be used to create more meaningful tags and segments, helping you identify opportunities and communicate with the right clients more effectively.
In this video, you’ll learn how to:
- Start Client Intelligence enrichment using the /enrich command in MAX
- Choose whether to enrich your leads or clients
- Review the additional information added to client records
- Create and apply tags based on enriched client data
- Build more meaningful client segments for targeted outreach and advisory opportunities