Functionality overview

CURO delivers an all-inclusive and fully comprehensive range of functionality. Key elements include:

  • CRM
  • Lead management
  • Client on-boarding, KYC, AML and account set-up
  • Full end-to-end advice case management
  • Client reviews
  • Employee benefits processing
  • Workflow, task and activity management
  • Marketing, campaign & event management (delivered via the Microsoft Marketing application)
  • Compliance management & reporting (including full RMAR report production)
    Fee management, invoicing and payment reconciliation
  • Client portal
  • Document production (including suitability reports)
  • Document storage, access, retrieval and management
  • Management reporting, dashboards and business intelligence (via Power BI) including self-service capabilities
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