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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

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CENTRAL
Manage all sensitive client data at one location, with complete history for audit and KYC requirements
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ANALYTIC
Module for analyzing and assessing risks according to internal requirements
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TRACEABLE
Log for all communication, phone calls, appointments, activities and reminders
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CLEAR
Financial profiles of customers for better service and optimal guidance
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SECURE
High data security through local installation, no internet connection required
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EFFICIENT
Efficient management of multiple addresses, contact data and instructions
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COMPREHENSIVE
Familial and business connections (relationship networks) are represented
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MODULAR
Additional Pythagoras solutions can be seamlessly integrated according to individual needs
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_zentral.svg
CENTRAL
Manage all sensitive client data at one location, with complete history for audit and KYC requirements
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_analytisch.svg
ANALYTIC
Module for analyzing and assessing risks according to internal requirements
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_nachvollziehbar.svg
TRACEABLE
Log for all communication, phone calls, appointments, activities and reminders
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_zuverlaessig_startseite.svg
CLEAR
Financial profiles of customers for better service and optimal guidance
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_sicher.svg
SECURE
High data security through local installation, no internet connection required
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_effizient.svg
EFFICIENT
Efficient management of multiple addresses, contact data and instructions
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_umfassend.svg
COMPREHENSIVE
Familial and business connections (relationship networks) are represented
https://pythagoras-solutions.com/wp-content/uploads/2021/12/PS_benefit_icon_modular.svg
MODULAR
Additional Pythagoras solutions can be seamlessly integrated according to individual needs

Features

What the solution offers

To see the wide range of possibilities for yourself, book a demo.

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MONITORING

of changes in reference data or risk factors

ADMINISTRATION

of UBOs (Ultimate Beneficial Owners), source of funds, tax liability, financial products

DOCUMENT MANAGEMENT

with monitoring of validity, for example, of passport copies

RISK CALCULATION

based on country, industry, profession or other criteria

LANGUAGE SELECTION

User interface can be individually adjusted to different languages

SCALABILITY

Expandable from a single-user installation to a multinational system with thousands of users

PROFILE RECORDS

Quick document storage including e-mails and memos directly in the customer profile

REPORTING

Versatile options for regular and instant reports

DATA EXCHANGE

Ready for automatic data exchange with tax authorities

About 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 nutshell

Detailed 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.

More solutions from Pythagoras

Transaction Monitoring
Plausibility analysis of financial transactions
Partner Screening
Review and monitoring of business relationships
API
SOAP interface for Pythagoras integration into in-house applications
eSHAB/eSOGC
Screening of electronic SHAB/SOGC publications (Swiss Official Gazette of Commerce)