Optimised clients and prospects management
KeeSense® includes a powerful customer relationship management feature that meets the highest expectations in terms of quality of service and centralisation of commercial and admininstrative data.
Contact management : clients, prospects and families
KeeSense® allows managing a large amount of contacts and qualifying characteristics as strategic as legal and commercial links. Segmentation can be operated by client, prospect or family. Each end user benefits from a global and precise vision of its contacts and their related links, documents, assets and custodians.
Tailor-made reporting
A strong customer relationship management requires the ability to rapidly provide clear and legible data to its clients. KeeSense® includes a powerful customer relationship management feature than can be customised to create synthetic and qualitative reports.
Documents and events follow-up
Events, documents and tasks are efficiently managed to ascertain the complete tracking of your relations with your customers and control the quality.
Investment profile questionnaire
The different entries of your investment questionnaire are listed and filled with data related to the experience, the risk tolerance, the financial capacity and the instructions of your clients.
Automatic controls of critical actions
The compliance of sensitive actions is immediately and automatically checked. This feature grants you to constantly be in line with the evolution of the regulations and also provides daily reporting.