Contact, deal & task management
Prospect visit tracking
Engagement portal - Ebanking
Open API and customisable artificial intelligence
Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.
Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.
Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.