Relationship Management

PM1 CRM is a relationship management solution explicitly designed for wealth management purposes. It supports all regulatory requirements and provides the facilities to collect and maintain all relevant customer data including:

  • KYC
  • Source of wealth
  • Sensitive industry and country
  • PEP
  • Blacklist check

Questionnaires can be defined to collect information to identify the client's risk profile, including information on product knowledge and experience (suitability and appropriateness), and to clarify his tax status (e.g. Risk Profile or FATCA questionnaires).

On-Boarding Processes and Campaign Management
The data collected provides the basis for the on-boarding processes modelled in the embedded BPM engine. The data also includes information on family and business relationships (represented in interactive charts) which, when combined with additional data like special interest, allows the use of the CRM component for marketing purposes. The query engine helps to define the target groups for campaigns which can be managed and monitored in a dedicated BPM based module.

Short overview: 

The process-driven PM1 CRM is a fully embedded component of the PM1 platform.