Client-Engage-Eximius-SP
client-engage-eximius

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.

Capabilities

WEALTH MANAGEMENT CRM

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

CLIENT ONBOARDING

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

SUITABILITY ASSESSMENT

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

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