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 Relationship Management (CRM) and the KYC

-     To define proactive alerts

-     To build intuitively the ad-hoc, regular, in-house or Client-destined analysis and reports

-     To analyse and report the eventual suspicious operations thanks to Compliants alerts (TRACFIN, SICCFIN, etc).