Heartkey™ Client Profiles
360° client intelligence, powered by natural communications
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Drive client engagement and satisfaction
Heartkey automatically surfaces the personal preferences of every client and prospect across six critical categories:
Preferred Communication Channel
Preferred Scope of Detail
Relational Warmth
Decision Style
Recognition Style
Engagement Frequency
Communicate effectively with clients and prospects
Understand communication style & tone preferences
Recognize optimal engagement timing and frequency
Track client interests and priorities
Monitor relationship health
Ready to Understand Your Clients Like Never Before?
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