Bank Client Management Systems
Client & Channels Management Software
Software and Solutions
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.
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CRM Core Features
Define required CRM functionality e.g. client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.
CRM Core Features
Client Lifecycle Management
Regulatory Compliance Management
Investment advisor support
How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.
On Premises Installation
Hosted / ASP / Private Cloud
Multi-Tenanted SaaS / Cloud
Citrix supported ?
Please describe multi-location / international deployment options
FinanceSuite AutoBank Automatic Cash Application
Increase Automatic Reconciliation Rates and Drive Constant Improvements - The FinanceSuite AutoBank Automatic Cash Application solution is ...
iMeta Assassin is a complete, end to end client onboarding and entity data management platform; capable of handling the comprehensive ...
The Appway Platform empowers organizations to move beyond automation toward ongoing digital transformation. With its seamless orchestration ...
CRM - Investor Relations, Fund Raising and Deal Tracking
Vertice Technologies - AltaReturn
AltaReturn’s CRM includes far more than just the basic email addresses and phone numbers: it is a powerful investor database, an integrated ...
Advent Portfolio Exchange (APX)
Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to ...
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