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UNiQUARE - Private Banking CRM

UNiQUARE Private Banking CRM was developed for the specific challenges in private banking. We constantly work on improving it in active partnership with leading financial institutions. Our solution focuses on the special characteristics of the customer relationship with wealthy clients: personal trust, confidentiality and exclusivity.

UNiQUARE Private Banking CRM gives your private client advisors the key operational and strategic foundations for the successful management of your most valuable customers. All customer relevant data are available in real time.  There is full  documentation with comprehensive planning and control tools and full audit trail. Existing intermediary structures may be incorporated without any breaks in the processes.

Ongoing consulting and documentation processes guarantee the highest quality of customer service and meet the increasing demands of financial regulators and today’s market.

Specific challenges in Private Banking

  • Presentation of the overall portfolio, customer preferences
  • Risk propensity
  • Optimization of personalised customer consulting process
  • Process based integration with the existing systems
  • Centralised creation of recommendations
  • Auditable documentation and archiving
  • Inclusion of intermediaries in controlling, consulting and processing