the Key provides extremely useful and easy to use business
analysis tools to assist in devising marketing campaigns. Especially important
are the 'review reports' that identify which cases are coming up for review
as a result of the expiry of fixed or discount periods, or because the
adviser has specified a review date. This enables proactive development
of repeat business.
The system has the facility to issue ad hoc or bulk mail merged letters. Templates defined by your marketing department can be loaded onto the system for local use, or central mailshots can be issued. When combined with the review reports, this produces a very powerful business development tool.