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