CRM/XRM “eXtended Relationship Management”
This module enables you to manage, inquire and retain all data for the various parties involved in this activity :
- Client families
- Beneficial owners and other stakeholders
- Various parties (Self-regulatory associations, auditors, etc.)
Amongst all the information maintained in this module, we would like to underline :
- Administrative management of companies, trusts, foundations, etc.
- Identities, addresses, contacts
- Information on mandates signed with:
- Description and valuation of other assets (real estate, work of arts, insurances, planes, boats etc.)
- Management of all related documents. This management can also be integrated with an external system of electronic document management (DMS), like for example the software THEREFORE™, marketed by CANON. (Interface already used by several clients)
- Management of tasks and deadlines
- Monitoring of relations (client meeting reports, events management)
- Definition of the client families investment profile
- Definition of terms agreed with depositories and any retrocession
- Time management which allows you to manage specific or recurring tasks as well as deadlines to which they may be linked.
Many automatic links exist. These include :
- Expiry date of legal documents
- Expiry date of mandates
- Appointments and visits to customers
It is also possible to define additional fields and combine them into custom pages.