CRM Customer Relationship Management

Closer to your clients

The CRM manages the full client relationship making it faster and smoother while guaranteeing full regulatory compliance.

The CRM is a powerful platform for client acquisition and relationship management responding to the specific needs of the private banking industry. By using New Access' CRM, Relationship Managers instantly gain access to a rich, diverse, and tailor made set of functionalities to target, attract, serve and retain clients within the objective to deliver the right service at the right customer at the right time within a low cost services environment. It covers the full extent of the client relationship to control and manage the complete lifecycle of the client profile including prospection and ONBOARDING. Automating the key relationship management processes allows Relationship Managers to spend the right time proactively anticipating their client’s needs. Totally integrated into one single platform BANKER'S FRONT, the CRM supports Relationship Managers in their daily interactions and activities with their clients by automating key banking processes, enabling a more efficient and an enjoyable banker/client interaction.

CRM main features cover:

Full account opening and onboarding process management

Regulatory compliance

Client Profile Management (Risk and Investment Profile)

Contact Manager and day-to-day Client Relationship Management

Prospect Management

Document Check-List

References

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