As a financial services provider, one of your main focal points is your client, including who they are, what activities they are involved in and how they interact with your firm. By lacking sufficient knowledge in these areas you are placing your firm at extreme compliance risk.

Most CRM systems are designed for sales businesses and are 'product-centric' and do not cater for critical client data required by financial services firms. Our enCentral CRM module was designed from the ground up to be 'client-centric' meaning that it focuses on the client/entity.   You can store all relevant information including compliance data at the client/entity level, which is then shared efficiently across the entire enVisual system.