BANKER' S FRONT

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