Know whether your product messaging resonates.
Harmonize engagement standards across your customer facing representatives, product by product.
Harmonize engagement standards across your customer facing representatives, product by product.
✔ Integrate Relate with your CRM, Zoom and Teams;
✔ Collaborative selling software for intermediaries;
✔ Detailed customer behavioral analytics across all of your product teams;
✔ Advanced trustworthiness scoring and coaching from Sandi;
✔ Internal benchmarking research;
✔ Consumer sentiment research from meetings across our network;
✔ Evaluate key selling points on new and existing products;
✔ Risk management solutions;
✔ Dedicated success manager(s);
✔ Dedicated research consultant;
✔ Unlimited meetings per month per user;
“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.