Can I identify clients holding a particular product?

The CCD system comes complete with a full list of generic product types. This allows you to easily record details of client’s holdings rather than trying to translate the myriad of providers marketing names for what is essentially the same product.

You are also able to easily identify which clients hold which generic product types. From the Main Menu click on Setup followed by Products on the left-hand side. The products themselves are separated into the different types of product such as investments, protection or retirement for example. Locate the product you wish to investigate and click on it.

You will then be given an overview screen on the specific product you have selected. Click on the Contract holders tab at the top and you will be presented with a list of all clients who hold this product. It will also display the provider, status and effective date. From here you are then able to complete a marketing campaign should you wish to do so.