Track the performance of client portfolios in real-time and automatically generate reports based on
client-specific needs.
Provide better insights to clients while minimizing manual reporting work.
Example: Instantly produce tailored reports for a client’s portfolio showing their asset allocation
and performance against benchmarks.
Ensure that all client interactions and portfolio updates are compliant with KYC, AML, and other
regulations, all within your CRM.
Minimize compliance risk while improving client service.
Example: Automatically flag high-risk clients or transactions for further review, ensuring adherence
to compliance guidelines.
Create workflows to manage onboarding, client updates, and compliance checks based on each client's
unique needs.
Increase client retention and streamline relationship management through automation.
Example: Build a workflow that automates KYC checks and risk assessments during onboarding.
Centralize client management, risk tracking, and compliance reporting into one platform, eliminating the need for multiple tools.
Built specifically for the financial services industry, ensuring your firm’s unique regulatory needs are met.
Streamline client relationship management, allowing your team to focus on client service and growth.
Request a personalized demo today and discover how Cypher+ can streamline your operations.