Wealth CRM
About
Wealth CRM
Transform your wealth management business with our CRM. Gain a 360-degree client view, streamline operations, and boost revenue.
Customer 360
Gain a comprehensive view of your clients
Sales & Prospect Management
Streamline client acquisition & relationship management
Customer Onboarding
Automate KYC & AML checks
Cross-Sell & Up-Sell
Boost revenue with cross-selling & upselling, maximizing client potential.
Next Best Action
Identify & prioritize the most effective actions for clients
Marketing Campaigns
Effortlessly manage & track marketing campaigns
Customer Journeys
Visualize and optimize the customer journey
Contact Center
Enhance service delivery with our contact center solution
Customer Insights
Providing insights into preferences, behavior, & portfolio performance.
Know Your Customer (KYC)
Ensure compliance & security for clients.
Service Requests
Ensure issue resolution & enhance client satisfaction.
Complaints & Inquiries
Ensure timely resolution & improved customer satisfaction.
