InterAction embeds client relationship data into user workflows across Microsoft® Outlook®, Word and Excel®, allowing everyone in your firm to capture, update, and reference the information where they work the most.
Available for both desktop and subscription versions of Office, this embedded and intelligent approach harnesses the power of a firm’s client relationship data, delivering it at the right time so professionals can update, access, and consume client relationship data within their natural workflow at their desk or on the go.
Leveraging a LexisNexis® patented technology, this application is delivered through a hybrid cloud model that enables a cloud-based application to securely access data (without storing it at rest) regardless of where it resides – on-premises behind a firewall, in a private cloud, or in a public cloud environment. This hybrid model combines the best aspects of SaaS with the control and choice clients demand. New innovation can be delivered seamlessly while enabling firms to manage and store the data where they prefer.Benefits of Embedded Data Hybrid Cloud - Learn More
Embedded data puts the information where it is needed most
Surface contact details, perform CRM tasks, and hyperlink to VoIP, emails, and company information without leaving the Microsoft® application
Maximise the value and use of data by placing it in the hands of professionals when they need it most — on desktops and mobile devices
Control sensitive data and relationships while benefiting from seamless application updates