Get the business intelligence required to reach your sales targets along with a compliant account-opening process
Account Opening Automate the Account Opening
process: KYC Information Entry, Integration with Compliance Department, Approval by Operations/Branch Manager, …
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FATCA
Manage the FATCA requirements: Flagging of Customers based on FATCA Category (Non US Person, US Citizen, US Green Card, and US Indicia), …
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Sales Automation Manage the entire sales cycle: Cross-selling & Upselling, Lead Qualification, Opportunities Management, Product Simulations, … |
Marketing Automation
Manage all marketing activity: Products Lifecycle + Full Specifications, Competitors with Comparative Reports by Product, Leads, … |
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