Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)

Management of normative documents and report library for companies of any size

Organising work of collegial institutions for a company of any size

Management of internal and external service for a company of any size

Client conversation dynamic scripts

Connector to the Lasso40, check in app for event and meeting planners

Filtering of opportunity printables by current user role

Chatbot designer for 24/7 service for your customers

Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.

Take photos using a laptop or phone camera and save them to records immediately