Due Diligence (KYC & KYB)The CRM module creates a seamless link between your KYC platform and your customer management.
This allows you to increase sales, optimize account management and improve the efficiency of your systems.
Get started with the cleverKYC CRM module.
We will be happy to advise you on the details.
The cleversoft Customer Management module optimizes the interaction between your compliance tool and your sales and account management systems by bringing them together on a single platform.
You get an enhanced CRM system with detailed contact and address information, activity management to track emails, tasks and calls, and efficient sales pipeline and contract management.
AI-based tools give you in-depth analytics to make informed decisions and anticipate market trends. Equip your customer success, sales and account management teams with dedicated security roles.
Your benefits:
One platform: Eliminate complex integrations between your CRM and KYC systems.
Optimized compliance: Our integrated platform ensures AMLD compliance directly in your sales processes, including instant verification of prospects.
AI-powered analytics: Use AI for in-depth analysis to make informed decisions and anticipate market trends
Nous travaillons avec des prestataires de services financiers du monde entier. Laissez-nous vous présenter notre processus d'onboarding.
Notre équipe dispose de nombreuses années d’expérience dans le secteur pour vous accompagner tout au long du processus d’achat de logiciels compliance – de A à Z.