The Pythagoras Client Management System is a modular solution that enables the Client Relationship Manager, Compliance, Auditing, back office and top management departments to be always up to date and on the same page. The modules, all complementing each other, can be deployed individually as you need them, when you need them and configured to your requirements. You can manage the whole relationship with your clients within one solution, saving time and ensuring consistent data and services.
This base module of our client information management system offers several elements to enhance the efficiency of the data you have about your clients.
Detailed client information forms the core of your business, providing the opportunity to analyze your clients, retain rich client histories and identify their potential needs to enhance the business relationship.
Powerful and highly configurable module for segmentation of client base in different risk categories, based on your internal criteria. Allows application of a risk-based approach through separate screening rules in Partner Screening and can be used in Transaction Monitoring.
Tailored to your requirements, this module can record all activities in relation to a client and provide evidence of all communication. It helps client managers to plan and follow up all activities across the whole relationship.