Living client profiles
Keep relationship, account and interaction context available throughout each customer journey.
ENGINE 03 / CLIENT LIFECYCLE HUB
PULSE.
Every client relationship, understood in context.
EXPLORE THE CAPABILITIES ↓PULSE / OVERVIEW
A relationship is more than a record. Its context should move with the client, at every stage.
EXPLORE PULSE CAPABILITIES
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Customer health signals
Surface changes in engagement or account behaviour that may need a timely response.
Lifecycle overview
View customer progress from onboarding to servicing, retention and future opportunities.
Communication history
Bring relevant customer conversations and touchpoints together for continuity of service.
Onboarding journeys
Help teams track key onboarding milestones and customer information requirements.
Service follow-ups
Give relationship managers visibility over outstanding requests and next actions.
Engagement monitoring
Spot declining engagement and identify where a proactive conversation may help.
Retention opportunities
Use relationship signals to help strengthen loyalty and reduce preventable attrition.
Customer segmentation
Group customers by lifecycle, engagement and relevant account attributes.
Relevant next steps
Help teams identify suitable service moments and follow-up opportunities based on context.
Relationship visibility
Give leadership a clearer picture of customer attention, service progress and relationship risks.
Cross-team context
Connect customer-facing teams around a consistent picture of each client relationship.
These capability areas describe the Pulse product vision. Availability may vary by release and deployment.
INTELLIGENCE IN PRACTICE
PULSE IS PART
OF ONE SYSTEM.
Pulse is designed to give teams a living view of customer health, helping connect interactions, account signals and opportunities across the lifecycle.
Connected through Sphaera's wider intelligence ecosystem, the goal is to turn more of the revenue lifecycle into coordinated, informed action.
EXPLORE JANUS INTELLIGENCE ↗EXPLORE NEXT ENGINE
JANUS.
APPLICATIONS / ACCESS