Improving the user experience is at the heart of KeeSystem’s objectives. How to better serve the wealth management professionals who use it daily, several hours per day? Loïc Balouzat, [...]
A set of tools created to simplify administrative tasks and focus your efforts on your client’s satisfaction.
Reduce legal risks and save valuable time with the automation of your compliance controls.
Discover our philosophy and our approach
Have a look at this short video that presents the way we daily work on your side. Choosing KeeSense is not only about picking a product among others, it is also about trusting all the professional team members helping you every day
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They trust KeeSystem
KeeSense allows me to keep my mind free in order to focus on my core activities: asset management and client services.
KeeSystem sales and technical teams perfectly support us all along our reflection process and created a tailor-made solution that perfectly fits our organisation and our business model. Today, KeeSense contributes to our daily performance and allows our organisation to offer excellency to our clients.
Qualion contacted KeeSystem in 2012 in order to find a suitable CRM and portfolio management software for our organisation. It was one of the best decision I ever took. KeeSystem supported us during the whole process and always matched our expectations. This human-sized company perfectly corresponds to the organisation I was looking for on both qualitative and quantitative levels.