Client & Channels Management Software
- Bank client management systems vendors and solutions listed on diliger. diliger is a comprehensive directory of the best bank CRM software and on-boarding solutions. diliger.com provides research and a guide to CMS functional capabilities for the financial industry.
- Client on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers and banks incorporating anti money laundering compliance.
- Client reporting systems and solutions listed in our vendor directory. Our platform includes guides covering the best investment and investor reporting and communications functionality required by fund managers and asset managers to support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.
- Financial CRM systems and solutions for investment and wealth managers listed in our vendor directory. The research platform incorporates analytics tools to evaluate functionality supporting investor management, client on-boarding, KYC, AML, relationship management, client account operations, portfolio and reporting, communication and performance operations.
- Investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key capabilities to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books and client meeting packs etc.
- Investor websites and portal solutions listed in our vendor directory. Research internet solutions for for use by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money.
- Mobile banking software solutions listed in our vendor directory. Use our reserach guide to find and compare systems for retail banks looking at digital channel initiatives.
- Online banking systems and solutions listed in our vendor directory. Use the research platform to evaluate internet banking software with analysis and comparison of commercial banking portals and retail internet banking functionality to view account positions, transfer funds and make payments.