CapitalBase com
CapitalBase offers a robust CRM solution tailored for wealth management, streamlining customer interactions and enhancing compliance workflows. With features like trust account management, incentive plans, and integrated accounting systems, it empowers financial institutions to improve client retention and drive sales while simplifying referral processes and onboarding. Built on flexible Java technologies, it supports unlimited configurations and requires no installation, allowing for efficient, phased implementations without consultants.
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Top CapitalBase com Features
- Customer interaction analytics
- Trust account compliance workflows
- Wealth management sales automation
- Enterprise referral tracking
- Core accounting integration
- Customizable incentive plans
- Client onboarding management
- Reg 9 compliance reviews
- KYC and AML scoring
- Phased implementation process
- Unlimited system configurations
- Thin-client architecture
- Cross-selling enablement features
- Robust service tools
- Compliance workflow automation
- Client retention management
- Sales pipeline tracking
- Simplified due diligence processes
- Efficiency monitoring tools
- Enhanced staff productivity features.
Top CapitalBase com Alternatives
- AdvisorEngine CRM
- View CRM
- AdvisorEngine
- PlanMagic Finance Pro
- CoreTrac
- SatuitCRM
- Intapp DealCloud
- Apex 72
- MeridianLink Engage
- MCA Track
- NMI Merchant Relationship Management
- LeadCenter.AI
- Intralinks DealCentre
- SeedRM
- MLO Shift
