Client Lifecycle Mgmt & Onboarding

Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

Capabilities
Wealth Management CRM
360° view of client data, investments, assets and relationship, document store and tracking

EXIMIUS

Capabilities
Client Onboarding
Paperless onboarding to collect client information, checking identity, financial data, obtaining consent from all involved parties

EXIMIUS

Capabilities
Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements

EXIMIUS

Capabilities
Contract Management
Digital contract process including document composition, electronic signature, secure exchanging and archiving

EXIMIUS

Capabilities
Reporting to Client
Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility

EXIMIUS

Capabilities
Capabilities

Key Benefits

Enhance prospect conversion and strengthen client relationships through integrated digital capabilities

Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine

Reduce complexity and proactively manage more clients through omni-channel processes

Increase advisor productivity and enhance process efficiency

Seamlessly orchestrate your marketing campaigns in one place and track their success

Generate insights and KPI performance throughout the client lifecycle

Client Lifecycle Management & Onboarding

Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

Capabilities

“
Wealth Management CRMEXIMIUS

“360° view of client data, investments, assets and relationship, document store and tracking”

“
Client OnboardingEXIMIUS

“Paperless onboarding to collect client information, checking identity, financial data, obtaining consent from all involved parties”

“
Suitability AssessmentEXIMIUS

“Real-time and bulk checks on customer portfolios according to regulatory requirements”

“
Contract ManagementEXIMIUS

“Digital contract process including document composition, electronic signature, secure exchanging and archiving”

“
Reporting to ClientEXIMIUS

“Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility”

Key Benefits

“

“Enhance prospect conversion and strengthen client relationships through integrated digital capabilities”

“

“Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine”

“

“Reduce complexity and proactively manage more clients through omni-channel processes”

“

“Increase advisor productivity and enhance process efficiency”

“

“Seamlessly orchestrate your marketing campaigns in one place and track their success”

“

“Generate insights and KPI performance throughout the client lifecycle”

BACK TO SUITE

ASK FOR DEMO