Bank Client Management Systems
Client & Channels Management Software
Financial Software Directory
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.
to use detailed filters
Define the Countries where you supply this solution.
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 ...
Federated Big Data Business Solutions
Drebbel Technology Brokers
fraXses is an innovative and disruptive software company specialising in Data Management, Analytical Software Development, Machine Learning ...
Show results & filters
diliger will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the diliger service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact diliger for more info