SpeciVim Description
Private banks can use SpeciVIM to complete their KYC process. It is designed to meet all your business needs and give you all the functionalities to have 360deg views of your client. All client data and interactions are centralized in one software. You can track, manage, track, and follow your client throughout his entire lifecycle, from the traditional on-boarding to the automatic exchange. Specific is made up of 10 modules. This allows you to create a custom-made solution. This software is available for use by all departments of your bank (central file and compliance, client service, etc.). This digital onboarding software was created to automate the process and allow wealth managers to focus on value-adding activities. It has a wide range of flexible functions, including a Decision Tree that allows you to tailor your client's experience based on their profile and needs.
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Total Bank Solutions
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Integrations
No Integrations at this time
Company Details
Company:
Specitec
Year Founded:
2004
Headquarters:
Switzerland
Website:
www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html
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Product Details
Platforms
SaaS
Type of Training
Documentation
Webinars
In Person
Videos
Customer Support
Phone Support
Online
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