New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconnected products:

• Banker's Front: for the banker's activity
• Client Portal

BANKER’S FRONT

The BANKER’S FRONT solution integrates, in a 360° view, all information linked to the client, to automate operational processes for an increased efficiency. It is the one and only portal supporting Relationship Managers in their daily interactions and activities with their clients by automating key banking processes, enabling a more efficient and an enjoyable banker/client interaction.

It also manages the complete lifecycle of the client services (CLM), from prospection, to Onboarding, modification, review, and ongoing activities (CRM). The management of the client relationship is done through a simple and efficient user interface, taking into account the specificities of banking.

It encompasses a strong compliance engine and Portfolio Mangement System to allow the Relationship Manager to have the full order management and portfolio monitoring workflow whithin a single portal.

CLIENT PORTAL

The Client Portal Platform provides a web and mobile e-Banking for consultation and analysis of portfolio data. It allows a flexible and simplified user experience with a large set of functionalities. This client portal is completely interconnected with the Banker's Front solution: client and relationship manager have the same level of information and can exchange trough a secure channel.

The client benefits from a complete view of his accounts, assets, movements/orders, performance indocators and analysis and his documents (legal, bank or investment proposals).