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