Client Life Cycle Management (CLM) designed and built with flexibility & simplicity in mind.

• Fully Digitised Client Onboarding for Individuals and Corporates
• Self service Client Portal
• Flexible Content Management
• CIP
• AML / KYC
  • Experience field management
  • Experience Scoring
  • Score carding and Versioning
• CDD / SDD / EDD Management
• Integrated Legal Documentation / Terms and Agreement Functionality
  • Legal Terms Versioning
• Client Document Management & Repository
• Client Document Expiry / Renewal Alerts / Escalations
• Event Triggers - Emails/Files/API/CRM
• Client Management Workflow Team Lanes / Assignments
• Country Risk Management
• Regulatory Reporting Identification Priorities
• Banking SSI Management
• Multi Factor Client Authentication