CRM & CLIENT
PORTAL
CRM & CLIENT
PORTAL
Know and manage every client from a single view. Prepare for your next meeting in minutes. Never miss a deadline or a milestone event, instead explore how you can increase wallet share with a 360 view of your client.
Customer 360
A single view of client data, households, accounts, portfolios, documents and relationships.
Interaction Management
Track meetings, calls, notes, follow-ups and client-related activities.
Calendar
Integrate economic events, key market dates, meetings and reminders.
Relationship Management
Structure relationships across clients, advisors, families and connected entities.
Goals & Objectives
Link client objectives, priorities and needs to relationship-management and investment activities.
Onboarding
Coordinate workflows, documents, KYC and onboarding progress.
USE CASES
Client onboarding
Coordinate activities, documents, KYC updates, and operational onboarding steps through structured workflows, clear ownership and visible progress.
Customer 360
Access a complete client view: personal data, households and relationships, accounts, portfolios, documents and interaction history.
Relationship & household management
Map individuals, families, companies and connected relationships to understand the client in their full wealth and relationship context.
Meeting & interaction management
Plan appointments, record calls and meetings, and preserve the full relationship history; support meeting briefs combining client context, portfolio data and recent interactions.
Next best action & client prioritization
Identify which clients require attention and which actions to consider based on relationship data, portfolio, risk and engagement.
EXPECTED
OUTCOMES
01
Faster advisor productivity
02
Actionable client insights
03
Scalable
operations
04
New AUM growth opportunities
