A complete, connected ecosystem where data flows seamlessly across all apps
Technology Tools & Support
Digital Onboarding both in bulk and individual clients with digital tracking
Automated creation of client IPS’ from KYC data – one at a time or in bulk
Customized CRM (Salesforce) with integrated client communications (email, phone, document sharing, and video conferencing)
Dedicated IT Support managing hardware, cyber security, backup recovery
Digital tools for managing live seminar/event ticketing and hosting online webinars
A complete, connected ecosystem where data flows seamlessly across all apps
Digital Onboarding both in bulk and individual clients with digital tracking
Automated creation of client IPS’ from KYC data – one at a time or in bulk
Customized CRM (Salesforce) with integrated client communications (email, phone, document sharing, and video conferencing)
Dedicated IT Support managing hardware, cyber security, backup recovery
Digital tools for managing live seminar/event ticketing and hosting online webinars