Audience
Companies and financial institutions searching for a solution for their private banking operations
About SpeciVim
SpeciVIM is a complete KYC solution designed for private banks. It aims to cover all business needs and provide you all functionalities to have a 360° view of your client by centralizing all client data and interactions in one software. Create, manage, track and follow your client at each step of his lifecycle from the on-boarding (traditional or digital) to the automatic exchange of information. specific is composed of 10 modules, offering you modularity and flexibility in order to help you build a tailor-made solution. This software can be used by each department of your bank (central file, compliance, client service, relationship management, etc.). This digital onboarding application has been designed to automate the onboarding process and help the wealth managers focus more into value-adding activities. It offers a large rang of flexible functions, including a Decision Tree to deliver a tailored experience to your client, based on its profile and its needs.
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Integrations
No integrations listed.
Company Information
Specitec
Founded: 2004
Switzerland
www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
In Person
Videos
Support
Phone Support
Online
