Introducing COIN Business Intelligence

03 August 2011

COIN Business Intelligence¹ is designed to help you analyse and manage the aspects of your business that are critical to its success:

• your clients – in particular your profitable clients
• the revenue you receive from the products and services you sell
• your workforce and work processes
• referrals from your business associates.

COIN Business Intelligence reveals your key business metrics, activity and revenue, and includes a sophisticated referral management system – providing the business intelligence you need to help you stay on track.

Benefit from:

• comprehensive reporting across your business
• task management tools to record, track, monitor and assign tasks in your practice
• a clear view of current, upcoming and overdue activities for your referrals
• COIN Business Intelligence Service Bureau – a new service that can import your commission revenue data files and highlight any unmatched revenue for you
• first class training and ongoing support.

COIN Business Intelligence is an intuitive, web-based solution that keeps you plugged into your business, even when you are on the move. 

Integrated with COIN Office to minimise data entry duplication, it is also available as a standalone practice management tool.

Gain efficiencies with the new COIN Business Intelligence Service Bureau
Collating and recording commission revenue data can be an onerous task. With multiple product providers and non-standard data formats, many practices allocate a key resource to monitor and manage commission revenue – a time consuming solution that can divert valuable staff members from more profitable activities.

The new COIN Business Intelligence Service Bureau employs a dedicated team who can import your commission revenue data files into COIN Business Intelligence for you.² Unmatched revenue is highlighted in an exception report, allowing you to spot commission underpayments quickly. All you have to do is correct any exceptions using the COIN Business Intelligence reconciliation tools.

Discover how COIN Business Intelligence can benefit your business

• Download COIN Business Intelligence brochure now
• Call our Business Development Team on 02 8245 4000 or email coin@macquarie.com 
• Visit macquarie.com.au/coin to learn more about COIN’s software solutions.