Managing the whole client relationship lifecycle with MozaIK CRM
A Luxembourg-based wealth manager, exclusively focusing its investment offering towards international civil servants, has selected the MozaIK platform to faciltate the onboarding and relationship process with its multinational clientele.
With the successful implementation of the MozaIK CRM module that non-bank financial institution can benefit from new and enhanced functionalities:
- Automated client onboarding (account opening workflow, notification and alerts),
- Full client profiling (Investment profile, source of funds, FATCA, MiFID, KYC, etc.),
- Client relationship management (management of client/prospect relationships, data integrity and audit, follow up actions),
- Secured web access (e-banking account workflow, financial dashboard, connection history, etc.).