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The SolutionCapital Private BankingCapital ComplianceCapital External AdvisorCapital CRMCapital CommissionsCapital NETCapital Global BankingCapital MarketCapital FundsCapital ImageChequeCapital WinChequeTechnology and ASP Mode
The SolutionCapital Private BankingCapital ComplianceCapital External AdvisorCapital CRMCapital CommissionsCapital NETCapital Global BankingCapital MarketCapital FundsCapital ImageChequeCapital WinChequeTechnology 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.
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