RELATE FOR ACCOUNT MANAGEMENT
Measure what matters to your customers.
Measure trust in your relationships with objectivity and speed. Continually improve your relationships with the guidance of Sandi.
Building your story
Build on your fine work to win the account. Continually improve on the factors in a relationship that matter to your customers: Credibility, Reliability, Intimacy and low Self Orientation.
Grow by following the data
Listen to your customers and follow the data. Relate enables you to deliver a customer centric experience like no other, in every meeting, then track the behavior of attendees to deliver unmatched meting intelligence to the same standard, every time.
Sandi’s sports coaching methodology
Sandi is Relate’s Generative AI analyst. Having been taught how to objectively measure trust, by the team who wrote the book on trust, Sandi works with you to make continual improvements over time. Navigate cultural and personality differences with Sandi by your side. Like your favorite sports coach, Sandi is there with you in every training session and at every game.
Integrate with your CRM and video communications platform.
Testimonials
“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Relate
“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Relate.
”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Relate.
