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
• Banks
• Beneficial owners and other stakeholders
• Various parties (Self-regulatory associations, auditors, etc.)
• Prospects
• 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:
  • Families
  • Depositories
• 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
• Etc.

It is also possible to define additional fields and combine them into custom pages.