BANKER' S FRONT

About BANKER' S FRONT

Deep Dive with Clara AI

BANKER' S FRONT is used to Manage the Client Relationship To Capture Business Opportunities. And allow the Clients to have A Powerful User Experience from Consultation To Ordering. It Easily Interfaces To the Existing IT Landscape.

Pricing

Free Trial Not Available
Offers Custom plan.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%
Reviews

60%
Momentum

60%
Popularity

62%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

BANKER' S FRONT Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

BANKER' S FRONT Custom

Features

Navigate From Client-Centric View To Asset-Centric View
- Views And Portfolio Analysis
- Client Document Management And Viewing
- Orders Integration
- Business Management Dashboards
Prospect And Opportunities Management
- Opportunities Identification & Management
- Pipeline Maintenance
CRM
- Prospects Activity Trail (Email, Call, Reminders, …)
- Client Data Management (Details, Preferences, Contact, Connections, Wealth, Budget)
Onboarding & KYC Certification
- Marketing Data Collection
- Regulatory Rules Including KYC, AML Risk Profile, MiFID Profile, Suitability
Web And Mobile Client Portal
- From Consultation (E-Banking) To Ordering
- Responsive Design Through All Devices, Tablets And Smartphone, Including IOS And Android Apps
- Secured Messaging With Audit/Tracking Capabilities
- Document/Content Sharing And Electronic Signature Capabilities
- Option For External Asset Manager (EAM) With Dedicated Advanced Functionalities

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Disclaimer: The pricing details were last updated on 18/10/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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BANKER' S FRONT FAQs

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Does BANKER' S FRONT provide API?

No, BANKER' S FRONT does not provide API.

BANKER' S FRONT Contact

Vendor Details

Geneva, Switzerland Founded : 2000

Contact Details

+41 58 822 92 00

https://www.newaccess.ch/bankersfront-clm/

Social Media Handles

Not available

BANKER' S FRONT

About BANKER' S FRONT

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BANKER' S FRONT Reviews

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