Client Lifecycle Management Platform by New Access
New Access provides an advanced and comprehensive Digital Wealth Management platform supporting the entire Client Lifecycle Management from Prospect Management, client Onboarding process, KYC to Customer Relationship Management.
The solution supports the key business and compliance processes, as well as the digital interactions with your clients.
The relationship manager gets a 360° vision on the clients from a CRM perspective including document management, asset holdings, investment proposals and can even place orders.
Our Digital platform aims to be the relationship manager’s workstation covering all his business and compliance needs on a modern and user intuitive digital front-end, whilst digitizing the key processes between the relationship manager and his clients. Business opportunities are easily identified and monitored to ensure business growth, and the relationship manager and the bank.
The solution can be implemented on a “stand alone” basis and easily interfaces to your existing IT landscape (generic connectors to the main market Core banking systems).