Holistic View of Clients and Process Automation
Client Engage brings consolidated information related to client management activities such as onboarding, fact finding, suitability reviews and alerting.
Process automation to orchestrate interactions and communications to maximise business efficiency and drive higher revenue
DIGITAL CLIENT MANAGEMENT
WEALTH MANAGER CRM
360° view of client data, investments, assets and relationship, communication store & tracking (emails, calls, meetings agenda)
DIGITAL CONTRACT MANAGEMENT
Managing all stages of digital contract process in a paperless way, including electronic signature and archiving
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