Industry-specific CRM solution for financial services, built on Microsoft Dynamics CRM, offering customization, compliance features, and seamless integration with Microsoft Office and document management systems.

Key Features

Customizable CRM Solution

• Built on Microsoft Dynamics CRM, tailored for financial sector needs.
• Adaptable to specific business requirements and workflows.
• Supports address and activity management, KYC integration, and regulatory compliance.

Integration & Compatibility

• Seamless integration with Microsoft Office for user acceptance and productivity.
• SharePoint as document management system, plus interfaces to portfolio management software.
• Central application for all customer and compliance-related activities.

Regulatory Compliance

• Designed to help financial institutions meet strict regulatory requirements.
• Supports regulatory reporting, KYC, AML, and other compliance processes.
• Provides guidance and expertise throughout the compliance software procurement process.

Ease of Use and Maintenance

• Quick to install, easy to maintain, and tailored to company needs.
• High user acceptance due to familiar Microsoft environment.

Benefits

Streamlined Processes

• Automates and simplifies customer relationship and compliance management.
• Reduces manual effort and risk of errors.

Regulatory Assurance

• Ensures compliance with financial regulations (MiFID II, FIDLEG, KYC, AML, etc.).
• Provides a central platform for all compliance-related activities.

Cost-Effective Customization

• Offers economically feasible customization compared to building individual solutions.
• Reduces total cost of ownership through integration and maintenance efficiency.

User Productivity

• Integrates with familiar Microsoft tools, increasing employee satisfaction and productivity.