Client On-Boarding Systems
Client on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers, and banks incorporating anti money laundering compliance. If you have a stand-alone anti-money laundering system specifically for onboarding, please also check Anti-Money Laundering: On-boarding / Customer Due Diligence as a system type and complete the affiliated surveys sections.
Fund Sales & Distribution Systems
Fund distribution systems vendors and solutions listed on diliger. diliger is a directory of fund distribution software for the fund management industry.
Investment Advisor Systems
Investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key capabilities to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books and client meeting packs etc.
Investor / Client Reporting & Communications Systems
Client reporting systems cover investment and fund reporting and communications functionality required by fund managers and asset managers to support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.
Investor Websites & Portals
Investor websites and portal solutions listed in our vendor directory. Research internet solutions for for use by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money.
Omnichannel Client Acquisition Platforms
Register customer acquisition platforms on our directory. Customer acquisition refers to the process of originating a new customer account, card, or lending relationship. Customer acquisition could be accomplished with branch or contact center interaction or digitally—or through any combination of channels and includes marketing, acquisition and cross sell, and account funding capabilities.
Personal Financial Management Systems
Personal Financial Management (PFM) tools allow bank customers to view all of their financial accounts in one place, manage expenses, set a budget, save for personal goals, view investments, calculate net worth, and improve their overall financial wellness.
WHAT ARE CLIENT MANAGEMENT SYSTEMS?
Client management systems are used to manage clients processes across a client's entire relationship with a financial institution. They include functions and features such as onboarding, servicing, offboarding, data management, KYC and AML compliance (watchlist screening, transaction monitoring, identity resolution, customer profile development), account opening, workflow, and analytics/BI.
CELENT CAN HELP YOU FIND AND EVALUATE CLIENT MANAGEMENT SYSTEMS VENDORS
Celent Digital Services is a web-based vendor research platform, transforming vendor sourcing and due diligence. Our unique, collaborative approach to vendor research, where vendors respond centrally to surveys and share this information on a multi-lateral basis, creates a hub of vendor due diligence data supporting the most comprehensive vendor research facility available to the financial community. Celent Digital Services provides real-time research with data updated at the point of use, greater accuracy and depth of information, improved usability with tools to analyse the data and because its online, easier access anytime of the day. Our multi-lateral approach to data sharing means it’s more efficient for vendors and financial institutions to request and share vendor due diligence and evaluation information.