Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
Complete customer profiles with customizable questions, including KYC. Find relevant information at your fingertips.
Leverage our streamlined client onboarding process with a flexible workflow.
Manage your opportunities through a flexible leads view that can be categorized by stages to enable decision-making.
All data is exportable to Excel. Calendar management with tasks and appointments can be integrated with Outlook.
Get alerts for events like birthdays, anniversaries, and client reviews with appropriate messages for the occasion.
Flexible configuration to support sales commission for both internal teams and distributors.
Currently, we are going through a complete redesign of the company. We are indeed digitalizing a lot of our operation and implementing new digital channels, using a lot of RPA solutions, and guaranteeing that our clients have the possibility to have better servicing on their own – have better communication with their relationship managers.
Thierry Battistini
CFO | Julius Baer
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Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration