Client On-Boarding & Management

CURO delivers extensive range of client management capabilities. Key elements include:

  • CRM
  • Client On-Boarding
  • Account level management incl. Family
  • KYC
  • AML processing
  • Risk Profiling
  • Advice construction and  management
  • Client reviews
  • Model Portfolios
  • Workflow & process management
  • Marketing & Campaign Management
  • Compliance Management & Regulatory Reporting
  • Fee management and reconciliation
  • Client Portal
  • Client Reporting
  • Business Intelligence (Power BI)
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