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Technology and ASP Mode
The Solution
Capital Private Banking
Capital Compliance
Capital External Advisor
Capital CRM
Capital Commissions
Capital NET
Capital Global Banking
Capital Market
Capital Funds
Capital ImageCheque
Capital WinCheque
Technology and ASP Mode
Capital CRM
Capital CRM is a CRM web solution designed for Private banking. Capital Private Banking allows the Manager or Advisor in private management to manage:
The customer relation management (CRM) and the K.Y.C.
To define proactive alerts.
To build intuitively the ad-hoc, regular, in-house or client-destined analysis and reports.
To analyze and report the eventual suspicious operations thanks to Compliance alerts (TRACFIN, SICCFIN), etc.