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Client Management System
Manage sensitive client data – in one modular system
The Pythagoras Client Management System is a modular solution that enables customer support, compliance, audit, management and back office to manage sensitive client data and access updated information at any time. This ensures that all parties involved have the same level of information at all times. Additional Pythagoras solutions can be seamlessly integrated into the system.
Benefits of the Pythagoras Client Management System
CENTRAL
Manage all sensitive client data at one location, with complete history for audit and KYC requirements
ANALYTIC
Module for analyzing and assessing risks according to internal requirements
TRACEABLE
Log for all communication, phone calls, appointments, activities and reminders
CLEAR
Financial profiles of customers for better service and optimal guidance
SECURE
High data security through local installation, no internet connection required
EFFICIENT
Efficient management of multiple addresses, contact data and instructions
COMPREHENSIVE
Familial and business connections (relationship networks) are represented
MODULAR
Additional Pythagoras solutions can be seamlessly integrated according to individual needs
CENTRAL
Manage all sensitive client data at one location, with complete history for audit and KYC requirements
ANALYTIC
Module for analyzing and assessing risks according to internal requirements
TRACEABLE
Log for all communication, phone calls, appointments, activities and reminders
CLEAR
Financial profiles of customers for better service and optimal guidance
SECURE
High data security through local installation, no internet connection required
EFFICIENT
Efficient management of multiple addresses, contact data and instructions
COMPREHENSIVE
Familial and business connections (relationship networks) are represented
MODULAR
Additional Pythagoras solutions can be seamlessly integrated according to individual needs
Features
What the solution offersTo see the wide range of possibilities for yourself, book a demo.
Book demoAbout the download
A description of the solution, its benefits and features can also be downloaded as a PDF.
PDF Download
Summary
The solution in a nutshellDetailed client data is at the core of the Pythagoras Client Management System. The system uses the data to analyze customer needs and create comprehensive customer histories to expand your business relationships. At the same time, the Client Management System allows you to monitor client data in order to meet regulatory requirements.
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