The customer relationship management software enables the on-boarding of clients through a smooth and simple registration system, with validation checks to ensure only genuine applicants pass.
Configurable appropriateness tests, suitable for different regulatory requirements and adjustable rules for setting leverages, deposit amounts.
Your back office is where checks and proofs are validated, and payments confirmed. Without a functional back office, clients cannot be approved nor paid. Our system is easy for non-technical folk to use, and makes the client on-boarding journey smooth, and tailored to your regulatory framework.