Client management

Transform your front office and optimize the entire client journey. Our integrated interface allows your front office staff to access all their daily tasks, transactions, relationships, prospects and news in one place, boosting operational efficiency. With our powerful client lifecycle management capabilities, you can seamlessly manage every step of a client’s journey.

Our client management capabilities allow you to improve your advisers’ efficiency which enables them to spend more time with clients. 

Benefits

Adviser efficiency

Provide your advisers with a one-stop-shop, offering a holistic view of all clients, opportunities and prospects throughout their lifecycle.

Out-of-the-box integration

Get client management capabilities that are seamlessly integrated with core banking, bolstering data accuracy and operational efficiency.

Operational risk

Use one platform for your entire front office and reduce operational risk by eliminating manual data processing and validation errors.

Adviser productivity tools

Our client management capabilities combine a powerful feature set with user-friendly interfaces to boost your front office productivity. Prioritize the most relevant activities and tasks, including compliance items, client proposals and scheduled events, all presented in a clear timeline view. 

Client lifecycle management

Our platform simplifies the management of client data, product data and CRM data throughout all stages of the client lifecycle, thanks to efficient data entry and real-time data validation. Our capabilities enable you to accommodate even the most complex clients.

Integrated client management

Our client books pull the most important information, including contacts and portfolios, directly from the core banking system in a user-friendly format. Find key content faster with search features and filters, available in client and book views.

25% 

potential increase in front office productivity when using the right digital tools 

Accenture

Discover our other capabilities

Find out how we meet the needs of banks and wealth managers on one comprehensive front-to-back platform.


Digital experience

Show your clients you understand their needs with a hyper-personalized web and mobile experience.


Investment management

Harness powerful portfolio management and investment advisory capabilities to grow your business. 


Trading

Manage the full trading process from order management, routing and execution to settlement.


Lending and credit

Offer your clients a wide range of products with end-to-end coverage from initiation to ongoing risk management. 


Payments

Get complete payments coverage in multiple markets and across all major protocols and standards. 


Treasury, risk and compliance

Stay compliant with regulation and manage risk across products and multiple jurisdictions.


Data analytics

Access insights from core banking via the latest data extraction and streaming technology.


Integration

Connect with third-parties and benefit from pre-integration with selected best of breed partners.

Want to learn more about our client management capabilities? Contact us today for further information on how we can help your business.