A comprehensive platform to leverage on your main asset: your clients.

Client relationship is the first asset of a wealth management company. Understanding their needs, measuring their satisfaction and maintaining a regular contact with them is vital.

More than 90% of SMEs consider that a CRM tool is mandatory in order to grow and to monitor clients’ loyalty. In the asset management industry, understanding clients’ needs is the foundation of a sustainable competitive advantage. As a consequence, asset managers need to use and aggregate data in order to develop strong client knowledge on the one hand. On the other hand, they need to evaluate growth opportunities such as cross sales, increase in assets holdings and client acquisition. At KeeSystem, we are aware that knowing your clients and the relations they have one with another and with your collaborators matters. Each team member contributes to increasing your KYC. In just a few clicks, you have the possibility to identify prospects and high-potential clients.

The asset management sector is reshaped by new forces that bring high-quality reporting to the top of HNWI’s needs. Indisputably, delivering personalised reports has never been as important to inform, motivate, impress and of course increase client’s loyalty. Just after the relationship with the asset manager himself, reporting is actually the only relevant physical contact you have with your clients. With this in mind, we created the reporting tools that truly make a difference for your clients who will not get cold feet. With KeeSense, your reporting include your identity and your signature, providing unrivalled services to your clients

CONTACT MANAGEMENT
CONTACT MANAGEMENT
  • A detailed and customised contact record per client
  • Creation and qualification of relations between contacts
  • Integration of the investment questionnaire (KYC)
  • A customised management profile
  • Anonymisation of clients by assigning pseudonyms
  • Auto-detection of double entries
EVENT MANAGEMENT
EVENT MANAGEMENT
  • Detailed report of all events linked to a client (meeting, phone call, email etc)
  • Evaluation system keeping track of all exchanges with a client
  • Task assignment
  • Appointment management
  • Customised synchronisation with your email provider
  • Powerful documents management system
REPORTING
REPORTING
  • Powerful search engine identifying clients according to different filters
  • Data import and export under different formats (Excel, Pdf, CSV, etc)
  • Several types of reporting possible (pivot tables, charts, lists, etc)
  • Possibility to include reference data, retrieval of data according to defined families, groups or markets
  • Producing customised reports including all the branding linked to your company
  • Consolidated vision of the client’s assets

Benefits

  • Centralising client knowledge in a secure environment
  • Optimising internal management thanks to a free flow of information
  • Clear records of each relation with any client
  • An easy, fast and intuitive contact browsing
  • High added value service including modern reporting features

Dynamic relational modeling, take your clients to another dimension with KeeSense !

Forget about long contact dropdown lists appearing on your screen: thanks to KeeSense, these days are over!

  • Dynamic relational modeling adds a new social dimension in the daily activity of independent asset managers.
  • Optimising internal management thanks to a free flow of information
  • Clear records of each relation with any client
  • An easy, fast and intuitive contact browsing
  • High added value service including modern reporting features
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Administration

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Compliance

Reduce legal risks and save valuable time with the automation of your compliance controls.

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PORTFOLIO MANAGEMENT

Automated, optimised and centralised portfolio management. Save time, enhance performance and increase productivity.

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A SOLUTION OFFERING MOBILITY

MyKeeApp is a mobile solution providing your clients with a secure access to their assets, anywhere and anytime.