Next-Gen Client Manager for FI's

Out of the box, ships with innovative plug-and-play modules, robust Client Manager integration and highly evolved features to maximize revenue generations, profitability and customer satisfactions/retentions on our Client Management Software.

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Product Features for FI's

Specifically designed Client Manager solution for financial services, helps in an automate tedious administrative processes and manage operations more efficiently. Access powerful tools to configure and manage workflows, databases and client interactions from a single, intuitive interface.

Leads/Sales Management

Define your sales pipelines and get complete visibility of your deals across stages. Our sales module is integrated with various communication channels to track the incoming leads.

Intuitive Dashboards

Dashboards provide a broad overview of your customer classifications, transaction volumes, customer activities, pending service tickets based on user role permission and access at a team or individual level.

User and Role Management

Easily configure Roles/Teams/Users with field level access controls to meet your compliance and operational requirements.

Configurable Campaign Management

It allows you to create email lists, run email marketing campaigns, and track email metrics within the platform.

Interactions

Our Interaction is module is seamlessly integrated with multi communication channels and our service ticket module. You can send and receive emails in the interaction module and sync with your email provider so you don’t have to switch applications.

Regulatory Reporting

You will save huge amounts of time on preparing reports and monitoring your clientele. Automated Reports on trading statistics, leads, revenue, IB fees, compliance, and much more with our Client Management Tool.

Client360

Brings together, accounting, credit, interactions, trade transactions and demographic data to create a real time, and a 360-degree view of every single Client.