Our Client Relationship Management (CRM) solution is purpose built to suit the finance and investments industry to provide a feature-rich service out-of-the-box. With a multitude of integration points to our funds and lending solutions, the system is the perfect complement to your capital raising processes as a lead database.
The solution was built with AML/KYC in mind and is maintained to ensure compliance with industry regulations on an ongoing basis.
Use RELATE to manage relationships with:
Investors - Potential, Current and Historical
Borrowers - Potential, Current and Historical
Advisors, Accountants, Brokers and Dealer Groups
Trustees, Beneficial Owners and Controlling Persons
Directors and Guarantors
Third-Party Signatories
Anyone who needs to be CC'ed into correspondence.
Speak to our solutions team today on how our CRM can help you build the best possible relationships with your clients.
