Services

From CRM to CLM – today’s customers want to be accompanied throughout the whole journey. A crucial element of this Customer Lifecycle is the onboarding experience of new customers. By improving your CLM you are set for better process efficiency, a more successful prospecting process and an altogether more exciting customer experience.

Pre-trade investment suitability checks are essential to determine whether a product is in line with the investment objectives, risk requirements, as well as with the knowledge and experience of a client. A structured approach will help in achieving regulatory compliance while maximising efficiency.

In order to offer clients a comprehensive view of their historical, current, and projected financial standing, client reporting necessitates a seamless integration of multiple real time data sources.