CIM Client Data Management

The single version of truth of your client data

CIM is a comprehensive Client Data Management software solution centralizing client data, ensuring compliance and optimizing key processes.

Featuring an easy-to-use graphical user interface, CIM can be fully integrated with existing systems and supports the complete Front-to-Back client data lifecycle. CIM increases efficiency by applying business controls, workflows integration, data mining and retrieval opportunities. CIM is used by +30 firms in different international wealth & private banking financial centers (Bahamas, Liechtenstein, Luxembourg, Singapore, and Switzerland); it is the market leader in this segment.

CIM helps the banks and financial institutions in the following areas:

Compliance - design, implement and monitor compliance processes

Central Register - structured and managed processes, follow up on open issues

Data Protection - protect client confidential data, reduce operational risks


They have been trusting us for years

New Access Offices

Select a location to display full contact details