The Swiss Automation platform made for sales and compliance. Everything teams need to collect leads, engage sales, manage investment, and automate tasks.
Collect new leads, introducing new customers to digital products or services.
Customer relationship management (CRM)
Organize and optimize your customer interactions in order to maximize customer satisfaction and retention.
投资组合管理系统
Streamline your investment – banking operations by providing real-time insights into customer data, enabling them to make informed decisions quickly and accurately.
Publication scheduler
Plan and schedule the release of quarterly report, invoices in an efficient, consistent manner.
MIFID / LSFIN / BASEL
By leveraging cutting-edge analytics, the solution is able to quickly identify issues and potential non-compliance before they become an issue for your business.
活动
Tracking and reporting across all channels for easy review. Customize segmentation of audiences by demographic and other factors for delivering the right message.
Client portal
Improved communication between clients and businesses and ease access to documents, invoices and other important information.
Automation & Approval process
Automation, 审批程序 and Robotic Process Automation (RPA) helps businesses to become more efficient, reduce costs and remain competitive in the ever-changing market.
