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, …
|

FATCA
Manage the FATCA requirements: Flagging of Customers based on FATCA Category (Non US Person, US Citizen, US Green Card, and US Indicia), …
|

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, … |
|