theclientbank.com Report : Visit Site

Technical data of the theclientbank.com

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HTTP Header Analysis

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system features pricing about contact clean & sleek design the client bank has always been about being visual and easy to use. with our clean user interface, it makes keying in data a breeze and with visual tools to generate all the reports you need. ultra responsive support for multiple devices and all modern browsers means that whether on a desktop, tablet or mobile you will always be able to utilise your cliet management system. magic touch the client bank offers one click reporting to allow you to get the data management you need quickly. from viewing your pipeline to introducer reports all at the click of a button. dedicated support with user guides and videos to aid you in getting the most out of your client bank you will have everything you need to hit the ground running. we also have dedicated email support. book demo contact us today to arrange a remote demonstration of the client bank crm system. book now help your business 1 could you sell your business? 2 protect your clients 3 never miss an opportunity business worth could you sell your business today? people spend years building up a client base. most have paper copies and some may use excel. however with the client bank you could show in seconds how many clients you have, show all their documents, policies, how much you have earned and more. your business now has a value and gives you an exit strategy. protect your clients do you have a record of everything to do with your clients? can you access your clients details, notes and policies within seconds when they call you? could you cope if your network switched your access off from their sales system? these are all questions which can be solved by using the client bank crm system. opportunities are you proactive and know when it is time to review a client? with the client bank you can track client reviews, work your client bank and identify opportunities. never miss a sale again. testimonials mark huby total finance options to quote holly "how did we ever manage without this". mark duguid mark one fs totally transformed my business! i can now see every review and action point ahead of me with one click. nicola firth firth financial vital to our business. keeping client records and documents all in the one place. so easy to use for my admin team. features one click reporting with our unique one click reporting tools, you no longer have to get your office staff to schedule reports or collate information from multiple excel sheets. all your business data is ready for you to view at anytime. mobile access your client database anywhere with support for mobile phone access to your client management system. giving instant access to clients and cases while out of office. admin the client bank (financial services client management system) helps your office staff keep on track with clients cases, existing policies and all their tasks and documents in one easy to view screen. if you do not have admin staff, let the system make your life easier by flagging up review dates and potential opportunities for you. reporting all the management mi you need. from viewing adviser reports to generating reports on lenders and providers to show your spread of business. you can track your pipeline and see your commission paid to date. opportunities add your leads onto the system, key in the introducer details and convert to client. generate reports to view what introducers are working and the quality of leads. view client reports such as policies not in trust and who has not been sold certain products for cross selling. activity track your full business activity in real time. you can see what has happened and when for a client for any later reviews on a case. see what areas of your business are working and see what advisers are doing for your business. instant setup get setup on your own unique cloud system today. we will also help import your data from sources such as excel absolutely free. constant backup your clients and data are constantly backed up in realtime. you can now go completely electronic with document upload and storage space allowing you to have a complete cloud based office. reliable speed the client bank has always been optimised for speed of access to data. we know how quickly businesses want access to reports or client information and now you can. pricing financial version £9.99 per month monthly contract full system access great for: mortgage and protection advisers. no hidden charges unlimited bandwidth unlimited document storage learn more general version £9.99 per month monthly contract full system access great for: small - large businesses, stock control, invoicing no hidden charges unlimited bandwidth unlimited document storage learn more trade version £9.99 per month monthly contract full system access great for: tradesman and construction companies no hidden charges unlimited bandwidth unlimited document storage learn more about what is the client bank crm the client bank was initially developed in 2010 when a few mortgage and protection advisers were looking for a way to safe guard their clients from their networks and have a client management system in place that would allow them in later years to sell their own client bank. with advisers moving networks from time to time and businesses changing, the client bank allows you to protect your database and take it with you wherever you decide. the client bank update at the start of 2013 we decided that it was time to give the system a few upgrades. based on feedback from our users we put together a list which then in turn meant a total transformation from version 1 of the system to version 2. no matter what your business model, we have included the features you need to make your business thrive. fits your business model one feedback we commonly get is that our system fits your model. unlike other systems where its a "step by step, click this before you go to next page" - we have a system where you can chose what features you want to run. use all the features in the system and unlock the potential of your own client bank. real time reporting contact location map location office 4, 10 dundas street, grangemouth, fk3 8bx sales enquiries [email protected] customer support [email protected] customer support 0900 hrs to 1700 email support available out of office. live chat support © 2014 the client bank | all rights reserved privacy

URL analysis for theclientbank.com

http://www.theclientbank.com/#about
http://www.theclientbank.com/#contact
http://www.theclientbank.com/#services
http://www.theclientbank.com/#pricing
http://www.theclientbank.com/#features
http://www.theclientbank.com/privacy.pdf
http://www.theclientbank.com/index.html

Whois Information

Whois is a protocol that is access to registering information. You can reach when the website was registered, when it will be expire, what is contact details of the site with the following informations. In a nutshell, it includes these informations;

Domain Name: THECLIENTBANK.COM
Registry Domain ID: 1581367963_DOMAIN_COM-VRSN
Registrar WHOIS Server: whois.meshdigital.com
Registrar URL: http://www.meshdigital.com
Updated Date: 2018-01-05T05:42:50Z
Creation Date: 2010-01-10T12:52:04Z
Registry Expiry Date: 2020-01-10T12:52:04Z
Registrar: Mesh Digital Limited
Registrar IANA ID: 1390
Registrar Abuse Contact Email:
Registrar Abuse Contact Phone:
Domain Status: clientDeleteProhibited https://icann.org/epp#clientDeleteProhibited
Domain Status: clientTransferProhibited https://icann.org/epp#clientTransferProhibited
Domain Status: clientUpdateProhibited https://icann.org/epp#clientUpdateProhibited
Name Server: NS.MAINNAMESERVER.COM
Name Server: NS2.MAINNAMESERVER.COM
DNSSEC: unsigned
URL of the ICANN Whois Inaccuracy Complaint Form: https://www.icann.org/wicf/
>>> Last update of whois database: 2018-02-01T08:33:13Z <<<

For more information on Whois status codes, please visit https://icann.org/epp

NOTICE: The expiration date displayed in this record is the date the
registrar's sponsorship of the domain name registration in the registry is
currently set to expire. This date does not necessarily reflect the expiration
date of the domain name registrant's agreement with the sponsoring
registrar. Users may consult the sponsoring registrar's Whois database to
view the registrar's reported date of expiration for this registration.

TERMS OF USE: You are not authorized to access or query our Whois
database through the use of electronic processes that are high-volume and
automated except as reasonably necessary to register domain names or
modify existing registrations; the Data in VeriSign Global Registry
Services' ("VeriSign") Whois database is provided by VeriSign for
information purposes only, and to assist persons in obtaining information
about or related to a domain name registration record. VeriSign does not
guarantee its accuracy. By submitting a Whois query, you agree to abide
by the following terms of use: You agree that you may use this Data only
for lawful purposes and that under no circumstances will you use this Data
to: (1) allow, enable, or otherwise support the transmission of mass
unsolicited, commercial advertising or solicitations via e-mail, telephone,
or facsimile; or (2) enable high volume, automated, electronic processes
that apply to VeriSign (or its computer systems). The compilation,
repackaging, dissemination or other use of this Data is expressly
prohibited without the prior written consent of VeriSign. You agree not to
use electronic processes that are automated and high-volume to access or
query the Whois database except as reasonably necessary to register
domain names or modify existing registrations. VeriSign reserves the right
to restrict your access to the Whois database in its sole discretion to ensure
operational stability. VeriSign may restrict or terminate your access to the
Whois database for failure to abide by these terms of use. VeriSign
reserves the right to modify these terms at any time.

The Registry database contains ONLY .COM, .NET, .EDU domains and
Registrars.

  REGISTRAR Mesh Digital Limited

SERVERS

  SERVER com.whois-servers.net

  ARGS domain =theclientbank.com

  PORT 43

  TYPE domain

DOMAIN

  NAME theclientbank.com

  CHANGED 2018-01-05

  CREATED 2010-01-10

STATUS
clientDeleteProhibited https://icann.org/epp#clientDeleteProhibited
clientTransferProhibited https://icann.org/epp#clientTransferProhibited
clientUpdateProhibited https://icann.org/epp#clientUpdateProhibited

NSERVER

  NS.MAINNAMESERVER.COM 79.170.40.2

  NS2.MAINNAMESERVER.COM 79.170.43.3

  REGISTERED yes

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