Empowering financial professionals and data-sensitive industries with Our Expertise

Whether you are looking to fortify client relationships, manage the relationships of the family members, boost your team’s collaboration and efficiency, increase profitability, reduce client attrition, or engage in other growth-oriented activities, KeeSense offers the tools you need.

Data Excellence: Exchange, Treatment, and Aggregation

We specialize in data excellence, encompassing data exchange, treatment, and aggregation. We have built strong expertise in gathering, consolidating, and treating data from multiple sources. This allows us to provide businesses with a comprehensive and unified view of their information.

With expertise in data encryption, secure storage, and stringent compliance measures, we ensure data confidentiality, integrity, and privacy. Through advanced data aggregation techniques, we streamline the process, eliminating data silos and enhancing accuracy.

Portfolio Management

We understand the unique challenges faced by wealth managers in effectively managing a diverse range of assets, be it financial or non-financial. Our technology solutions are purpose-built to cater to these specific needs and to deliver comprehensive functionality, advanced analytics, and seamless integration.

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Reporting & Data visualization

We transform complex data sets into visually compelling reports and interactive dashboards. By presenting data in a user-friendly format, we empower our clients to gain actionable insights, effectively communicate information to their clients and valorize their expertise and services.

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Document Management

Our expertise in electronic data management ensures easy access, version control, and reliable storage of important files, facilitating effective collaboration and information sharing. Businesses can rely on document management, minimizing administrative burden, and maintaining a robust framework for effective information governance.

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Compliance Management

KeeSense offers extensive expertise in compliance management to help organizations effectively mitigate risks. Our solutions cover Know Your Customer (KYC) and due diligence processes, ensuring thorough client identity verification and risk assessment. Through advanced automation, we streamline compliance workflows, optimizing operational efficiency and accuracy.

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Data aggregation

We help organizations gather and consolidate data from multiple sources to obtain a comprehensive and unified view of their information. Through advanced data aggregation techniques, we streamline the process of collecting and organizing data, eliminating data silos and enhancing data accuracy. We empower businesses to make informed decisions, identify valuable insights, and unlock the full potential of their data.

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Business automation

We have strong expertise automating processes to streamline workflows, eliminate manual interventions, and drive optimal results. By automating repetitive tasks, we help businesses and organizations increase operational efficiency, reduce costs and improve decision-making.

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Interconnected workflows

In today’s interconnected work environment, effective communication between tools is essential for staying competitive. KeeSystem’s expertise in workflow automation and integration with external tools allows businesses to achieve seamless operations, ensuring a high level of data quality and security.

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You know what is the problem but not sure about the solution ?

Schedule a call with our expert to find out if KeeSystem has the right solution you need for your business.

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Empowering financial professionals and data-sensitive industries with Our Expertise

Data Excellence: Exchange, Treatment, and Aggregation

Portfolio Management

Reporting & Data visualization

Document Management

Compliance Management

Data aggregation

Business automation

Interconnected workflows

You know what is the problem but not sure about the solution ?

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