KeeSense’s API allows developers to seamlessly connect external software to KeeSense or automate workflows within KeeSense through integrations. Just like how we interact with various applications on our smartphones daily, APIs play a vital role in wealth management by facilitating compatibility and enabling the utilization of data from multiple systems for enhanced efficiency and seamless operations.
Unleash the power of your data with KeeSense API
Harness the power of integration with KeeSense API. Embrace digital transformation and streamline your business by connecting your everyday tools and automating your workflows. Achieve maximum efficiency and productivity.
Create your own customized work environment with the KeeSense API
Access client data from your key applications
Access and import KeeSense data into your other applications and workspaces. Spend less time switching contexts, reduce the number of manual manipulations and optimize the use of your data.
Manage your data seamlessly from one application to another. Automate your workflows.
Say goodbye to manual data transfers and enjoy the benefits of streamlined processes. From onboarding new clients to compliance monitoring and portfolio management, KeeSense’s API empowers you to automate tasks and ensure smooth data flow between applications, saving you time and enhancing operational efficiency.
How can KeeSystem revolutionize your workflow automation?
In addition to providing cutting-edge software solutions, KeeSystem offers comprehensive business analyst and outsourced CTO services.
Leveraging our expertise and deep understanding of various industries, we collaborate closely with our clients to identify the best workflows to automate within their organizations. Our team of professionals analyzes your existing processes, identifies areas of improvement, and develops tailored automation strategies that align with your unique business needs. With KeeSystem, you can unlock the full potential of workflow automation, optimize operational efficiency, and drive significant productivity gains
Real-World Success Stories: KeeSense API in Action
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An independent manager meets a prospect and scans their business card using a smartphone.
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The scanned business card data is instantly recognized and uploaded in “one click” into KeeSense.
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KeeSense creates a contact record in the CRM, seamlessly capturing all relevant information.
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KYC/AML verification takes place using powerful tools such as Refinitiv World-Check, Dow Jones Factiva, LexisNexis.
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External tools like SwissID or Desko are employed for automatic identity verification, enhancing the onboarding process.
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The client’s identification documents are uploaded into the file, ensuring document validity through automated EDM.
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Stakeholders in the sales and compliance team receive automatic notifications, streamlining the onboarding process.
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A dedicated Slack channel is created for efficient task management and collaboration among team members.
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The visit report is generated within KeeSense and sent to relevant parties via email for comprehensive record-keeping.[{{type}} Annotation]
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Collaborative workflows continue throughout the onboarding process, including KYC and Investment questionnaires, with real-time tracking of onboarding status.
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Prospect responses received via email are automatically recognized and archived within the file, ensuring seamless communication history.
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Automatic notifications are sent to asset managers if any “hits” are detected on their clients using external tools like Worldcheck, Dow Jones, or LexisNexis.
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Managers promptly receive these notifications and assess the relevance of the hits to their clients, ensuring proactive risk management.
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Automatic notifications are generated for account reviews based on client compliance risk, enabling timely and thorough assessments.
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The risk dashboard is historized, allowing a historical view of risk assessments, and can be exported via API to third-party tools for accounting or regulatory purposes.
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AML risk management is facilitated by the daily import of transactions, ensuring ongoing compliance monitoring.
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A dedicated risk dashboard provides a comprehensive view, aligning class allocation profiles and ESG profiles through automatic data import from Bloomberg.
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Alerts are automatically generated for detected risks on risk indicators, ensuring immediate attention to critical compliance issues.
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Compliance officers efficiently manage the documentation and comments required by wealth managers, ensuring compliance standards are met.
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These alerts and associated documents can be seamlessly utilized in third-party statistical tools or incident reporting, enhancing risk analysis and reporting capabilities.
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Asset managers receive automatic notifications from KeeSense when their clients are underweight in an asset class according to the “advisory” mandate.
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Investment proposals are generated using the KeeSense simulation module, leveraging powerful analytical capabilities.
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“Stress test” simulations are performed by exporting data to Bloomberg, refining the proposal for optimal performance.
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Clients provide investment instructions via telephone, and call recordings are automatically created, classified, and linked to the client, their portfolio, and the transaction for comprehensive documentation.
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Proposals are communicated to clients via email, providing them with all relevant information and investment details.
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The system verifies the proposal’s suitability and adequacy, considering factors such as the investor profile and risk tolerance.
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Orders are automatically created and sent to the custodian bank using the FIX protocol, ensuring efficient and accurate transaction execution.
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Stakeholders involved in the process are promptly notified and continuously monitored through the KeeSense tool and dedicated Slack channel, facilitating collaboration and ensuring seamless coordination.
Switching PMS should be as painless as possible
We go out of our way to try to remove the pain points for you. When choosing KeeSense by KeeSystem, you benefit from KeeXperience, a process designed to help you go through smoothly and effortlessly. From data migration to training and support, discover how the team of KeeSystem will lead you all the way.
Explore the full KeeSense Experience
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