CROESUS FINANSOFT INC. | Contact Management and Know Your Client

Client Relationship Management

	Overview
	Portfolio Management
	Client Relationship Management
	-Overview
	-Contact Management/ KYC>>
	-Diary & Task Manager
	-Reporting

	Compliance
	Web Interface Module
	Order Entry Module

EFFICIENCY & COMPLIANCE
The main challenge for financial professionals is ensuring that their time and efforts are focused on the highest-yielding activities.

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Contact Management and Know Your Client

Client information is stored and displayed in an efficient, user-friendly manner.

The client information can also be shared with other applications such as Outlook™ and Lotus Notes™, and hand-held devices such as BlackBerry^®.

"Know Your Client" (KYC) functionalities allow to add diverse elements of information - addresses, phone numbers, e-mails… - to client or household profiles.

The Croesus user-friendly data mining tool allows users to create contact lists based on any number of criteria, both financial and non-financial.