Use case · Account & Relationship Management

Every promise your company put in writing. One question away.

When the client calls, you answer with the commitment, the document, and the date in front of you. Not "let me check."

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The questions account managers ask all day.

Not features. Questions, answered from your Drive, Gmail and WhatsApp, cited, in seconds.

When the client calls

"What did we commit to the Mehta family on advisory fees at onboarding?"
"What did we promise this buyer about the possession date?"
"What was agreed on fabric substitution for the autumn order?"
Hinglish"Sharma ji ke portfolio mein kaunse funds hain?"

Before the review

"When did we last revise this client's pricing, and by how much?"
"What's the escalation history on this account?"
"Which accounts have renewals in the next 60 days?"

"Your colleague said the first-year fee was waived."

The client remembers a promise. Vektor finds the one that was actually made, from sources Nisha is allowed to see, and nothing else.

WhatsAppVektor
Nisha · Relationship ManagerWhat did we commit to the Mehta family on advisory fees at onboarding?
VektorAdvisory fee waived for the first six months, to 28 November 2025; standard 1% p.a. thereafter. Confirmed in the onboarding letter and the kickoff email of 28 May 2025.
Mehta onboarding letter.pdf · Drive "Re: Welcome aboard - fee structure" · Gmail
Behind the answer · checked against Nisha's access, per source
Mehta onboarding letter.pdf · Driveverified
"Re: Welcome aboard - fee structure" · Gmailverified
Advisory agreement - Mehta.pdf · Driveverified
Kapoor family portfolio.xlsx · Drivedropped · not permitted
RM commission grid FY26.pdf · Drivedropped · not permitted
Illustrative sample

Every account manager sees their own clients. Never a colleague's, never the commission sheet.

What changes in your week.

The disputed promise

BEFORE  The client's version of history is the only one in the room.
WITH VEKTOR  You correct the record politely, with the document and the date.

Handover

BEFORE  An account manager leaves, and the relationships leave in their head.
WITH VEKTOR  Their replacement asks Vektor and knows every commitment by Friday.

Review prep

BEFORE  Renewal prep is an afternoon of file archaeology.
WITH VEKTOR  Commitments, pricing, escalations: five questions on WhatsApp.

Your clients feel like the whole firm remembers them.

Your account managers see their own clients, and only their own. Not a setting someone remembered to configure; it's how every answer is built.

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