Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
SpeciVIM is an all-encompassing KYC solution tailored for private banking institutions. Its primary goal is to address all operational requirements while delivering comprehensive functionalities that enable a holistic view of each client by consolidating all relevant data and interactions within a single software platform. You can create, manage, monitor, and support your clients throughout every phase of their journey, from onboarding—whether traditional or digital—to the automatic exchange of vital information. Comprising ten distinct modules, SpeciVIM offers both modularity and adaptability, allowing you to customize the solution to better fit your specific needs. This software is applicable across various departments within your bank, including central files, compliance, customer service, and relationship management. Additionally, the digital onboarding application is designed to streamline the onboarding process, allowing wealth managers to devote more time to activities that add value. With a wide array of flexible features, including a Decision Tree functionality, it ensures a personalized experience for clients based on their individual profiles and requirements. Ultimately, SpeciVIM not only enhances operational efficiency but also fosters stronger client relationships through its tailored approach.
Description
i-Trax Solutions provides two primary technology product avenues: comprehensive solutions and application-driven initiatives, along with a range of service offerings. The integrated activity-based modules are designed to seamlessly navigate through the service or process chain, facilitating one input that leads to multiple outputs. These modules prioritize a streamlined business process, taking into account the varying levels of decision-making and performance expectations within an organization. Furthermore, the application-based modules are specifically engineered to automate manual tasks, while also being adaptable to any section of the comprehensive solution. These modules are crafted with versatility at their core, enabling their application across diverse industries. Additionally, the customization for specific industry needs can be accomplished through the expert programming capabilities offered by i-Trax, ensuring that clients receive tailored solutions that meet their unique requirements. This approach not only enhances operational efficiency but also drives innovation across sectors.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
QuickBooks Desktop Pro
No
QuickBooks Online
No
Sage 300
No
Integrations
Microsoft 365
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Online
Yes
Sage 300
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$150.00/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Specitec
Founded
2004
Country
Switzerland
Website
www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html
Vendor Details
Company Name
i-Trax Solutions
Founded
1999
Country
Canada
Website
www.i-trax.solutions
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Product Features
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No