Efficiently monitor your company’s activity
Beyond quality of service and customer relationship management, the success and continued good governance of all companies rely on a rigorous administrative management and the respect of the current legal framework. KeeSense® therefore includes a comprehensive range of features that operates the automatic treatment of tasks, documents and internal processes of the company while ensuring the daily monitoring of its profitability.
Compliance controls
Daily compliance controls are automatically processed and send alerts in case of anomaly. Critical data is continuously checked and corrected if necessary in order to perfectly fulfill the regulation requirements. Furthermore, each operation and flow life cycle is tracked in accordance with the professional legal obligations.
Revenue sources
KeeSense® easily and rapidly computes your revenue sources by modeling your management authorities and contracts with custodians and issuers. You benefit from a crystal-clear vision on your portfolios and company’s profitability. This process can be deployed up to the final phase of invoicing upon demand.
Document management
The electronic document management system allows scanning, assigning attributes and storing all documents. Documents related to a person, a client, an asset or a portfolio are available any time, in just a few clicks.
Encryption and confidentiality
Roles and responsibilities are intuitively assigned to each collaborator in order to determine the level of information and the portfolios one can have access to. All sensitive data (including documents) is encrypted, ensuring a strong level of security.
Workflows & tasks
KeeSense® is designed to easily organise the transmission of information. A complete workflow system allows informing your collaborators of an event or assigning them tasks. Each task is saved and tracked from the moment it is assigned to its resolution.