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.
Selected clients benefitting from our client management capabilities
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.
Explore our client management capabilities in detail
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%
Up to 25% 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.