Client briefs, periodic KYC reviews and portfolio letters, prepared by agents from your banking systems, CRM and documents. Your bankers review and release, every step on record.
Positions, performance, client history and talking points, gathered from your banking systems, CRM and mailbox into one brief for the relationship manager.
Periodic KYC reviews, prepared by agents
Agents compare new documents with the client profile, flag what changed and route each review to the role that approves it. Every value shows the document it came from.
Spot mandate drift across every book
Drift, idle cash and open tasks on one screen for each banker, with the next step proposed. Nothing goes out without approval.
“After the initial setup, it collects the data I used to gather manually from several sources. That alone saves me a great deal of time.”
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