Understanding your clients goes far beyond the simple conversations they may have with members of your sales or service team. Oftentimes, clients will not tell you everything that’s on their mind and you will need to be able to help identify trends and signs that action needs to be taken in one way or another. With the data available in your systems, we can paint a much bigger picture of the client and the state of your relationship with them. Through this information as well as the business processes in place, we shape your documentation to reflect the steps required to not only service their needs when called upon in process guides/handbooks; but also more specialized situational resolutions to yield the best results for the relationship. Northern Oak helps to build an extensive system of data analysis and will help to transform your team into experts that can easily identify the needs of your clients, without having to be asked. This is provided through: