Tocqueville Finance selects modules CRM Capital and Capital Compliance

Monday, 16th May 2011

Tocqueville Finance, portfolio management company and subsidiary of La Banque Postale has settled on CRM Capital and Capital Compliance (modules Front Office Capital Banking Solutions) through the replacement of their existing CRM, and in order to meet constraints related to the Third European Directive in force on the Anti Money Laundering and Anti Terrorism Financing.
Capital Capital Compliance and CRM are two 100% web applications that allow managers or Management Consultants Privée, the Compliance Officers and senior management to monitor Customer Relationship and Know Your Customer (KYC), define all type of alerts, set up a workflow that allows different actors to collaborate on joint projects and shared vision of the Client, while scrupulously respecting all regulations.

Gabriel Cohen, Director of Information Systems in Tocqueville Finance said: "Faced with the need to change our CRM tool, offering Capital Banking Solutions attracted us by its adequacy with the problems encountered in the world of management Private and ease of implementation. "

According to Vanessa Rolland, Sales Engineer Europe Capital Banking Solutions: "In a business environment more competitive and increasingly regulated, Tocqueville Finance teams have rapidly increased their choice of CRM Capital and Capital Compliance. With over 15 years of expertise in the market for banking, private banking and insurance, Capital Banking Solutions knows that the success of such a project is first and foremost a software quality impeccable, a project team involved and motivated, but also by the membership of each user. "
About Capital Banking Solutions
Capital Banking Solutions ( is a leading banking solutions. Its offer is based on a suite "front to back". Growth in Capital Banking Solutions now has more than 110 employees for a turnover of € 16m in 2010.

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