Innovative Technology Fueling CRM Excellence
Deployment Options
Choose from 3 Flexible Deployment Options: On-Premise, Hybrid, and Private Cloud: Secure solutions ensure full data ownership, with the unique advantage of never co-mingling your data with others.
Integration
Boost Adoption Rates: Our CRM prioritizes integration and user experience, simplifying data processing from existing systems with a consolidated interface for you.
Workflow
Automate Tasks with SmartForms and Workflows: Our rules-based system standardizes processes, minimizes human error and allows you to concentrate on revenue-generating activities.
Rules Engine
Boost Accuracy and Efficiency: Our rules engine enforces firm policies. Triggered by events, UI navigation, or business model updates, these rules configure key features like alerts, workflows and data validation.
Security
Enhance Security with Our Industry-Recognized Model: Our dynamic and centralized security system, rooted in industry standards, enables worry-free information sharing with integrated user authentication, data visibility, functional entitlements, and encryption.
Compliance
Confidently Navigate Regulatory Compliance: In a changing regulatory landscape, we leverage our vast experience with global financial institutions to help you meet fiduciary and regulatory requirements. Our solutions seamlessly integrate with local and regional policies, offering data virtualization to fulfill complex data residency needs.
