Key Benefits:

  • Drive Value: Manage customers, accounts, assets, transactions, and CRM data in real-time to enhance customer service levels.

  • Improve Productivity: Reduce manual effort through a ‘once and done’ front-office process model with automated validation of financial and non-financial transactions prior to processing.

  • Focus on Growth: Book of Business sales tools, along with performance data (such as Rate of Return, Invested / Withdrawn, Gain / Loss, Asset Mix, etc.) enable detailed analysis and allow you to mine client data to grow your portfolio.

Part Of R·Interfaces