A powerful CRM for asset management
KeeSense includes a complete CRM to leverage
your company’s main asset : your clients.
Lead management dashboard
Types of benefit
Target management amount and probability
Expected profitability (RoA)
Complete and accurate view of lead management
Breaking down the number of leads by their tax residency
Contact management
Detailed and customised contact record per client
Specification of the nature of the relation between persons
Integration of the investment questionnaire (KYC) taking into account all the financial assets including taxes, risk tolerance and client’s experience
A customised management profile
Anonymisation of clients by assigning pseudonyms
Management of newsletter subscription (opt-in)
Automatic detection of double entries when entering new contacts
Importation / exportation of vCards.
Event Management
Detailed report of all events linked to a client (meeting, phone conference, email…)
Evaluation system keeping track of all exchanges with a client
Task assignment and access depending on user’s profile
Appointment management
Powerful documents management system
Customised synchronisation with your email provider and creation of events
Client reporting
Multi-criteria search engine identifying clients
Data export under different formats (Excel, PDF, CSV, etc…)
Several types of reporting possible (pivot tables, charts, lists)
Possibility to include reference data, retrieval of data according to given families, groups or markets
Personalised and branded reports
Consolidated vision of the client’s assets
Contact information available on your screen anytime
Key Benefits
Centralisation of client’s knowledge in a secured environment
Internal management optimisation thanks to a fluid information flow
Clear and detailed monitoring of client relationship
Simple and user-friendly database
High added value service including modern reporting features
“The best thing about KeeSense is that it is able to retrieve information from different places and present it in a standardized way. Furthermore, the picture of the portfolio’s status is appealing.”
Interested in submitting your project to us?
Portfolio Management
Automated, optimised and centralised management of your customer portfolios. Less time, more performance and productivity.
Mobility
With KeeSense’s mobility solution, give your customers secure access to their assets, anytime, anywhere.
Compliance
& supervision
Reduce your compliance risks and save time by automating of your compliance controls.