Wealth of Sales Insights
Security-first CRM for the financial world. Manage high-value relationships with total transparency.
Finance Sales Mastery
Compliance and relationship depth are non-negotiable. We provide both.
Compliance Friction
KYC and compliance checks slowing down the deal-closing process.
Integrated compliance workflows and document checklists.
Siloed Knowledge
Wealth managers and corporate desks not sharing insights on same group clients.
Tenant-wide 'Entity Relationship' mapping to see client group connections.
High-Value Churn
Losing high-net-worth clients due to a lack of personalized touches.
Next-best-action alerts based on client interaction frequency and portfolio changes.
Fintech Features
KYC Vault
Securely track the status of AML/KYC checks for every deal.
Relationship Tree
Visualize complex corporate ownership and decision-making structures.
Audit Transparency
Full revision history for every field change to meet regulatory standards.
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