The Holistic Approach to Wealth Management CRM

Client Engage is the front-office customer relationship management solution. It provides an easy-to-use wealth solution based on Microsoft Dynamics 365 to efficiently and effectively manage clients, orchestrating interactions and communications.

Business Capabilities


360° view of client data, investments, assets and relationship, communication store and tracking


Collecting client information, checking identity, financial data, obtaining consent and approval from all involved parties


Real-time and massive checks on customer portfolios according to regulatory requirements


360° view of client data, investments, assets and relationship

Integration with portfolio management for portfolio insights

Onboarding processes via configurable business process flows

Dashboard views with upcoming diary, tasks and approvals

Account maintenance processes

Tracking visit reports with follow-up tasks

Communication center for in & outbound communications

Two-way secure messages with workflow capabilities and case management

Business processes flows for payments and transfer instruction

Configurable security model for individual and teams

Key Benefits

Combine financial & personal data in one end user experience

Keep you connected with clients and prospects

Be more effective in your day-to-day tasks

Maximize efficiency and drive higher revenue

Reach long-term business objectives and goals

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