Every lead and conversation on one desk.
Track a prospect from first enquiry to funded account, then keep servicing the relationship from the same record.
What the desk gets
The pieces a sales and servicing team actually uses, without a general-purpose CRM bent into shape.
Lead capture
Enquiries from the website, referral partners, campaigns and branch walk-ins land in one queue with the source attached.
Journey recovery
See exactly where an application stalled and pick it up from that step instead of starting the client over.
Segmentation
Group clients by product held, activity, ticket size or dormancy, and act on those groups directly.
Campaigns
Run email and messaging campaigns against a segment and read the response back on the client record.
Service tickets
Raise, route and close client requests with the full history attached to the same profile.
Activity timeline
Calls, meetings, documents and orders in one chronological view, so nobody re-asks a question.
Built around how the desk is staffed
Different roles need different views of the same client. The CRM ships with all three rather than one generic screen.
Sales desk
- Assigned leads with next action and due date
- Call lists filtered by source or campaign
- Conversion visibility by owner and by stage
Relationship managers
- Full client book with holdings and activity
- Servicing history and open tickets
- Renewal, dormancy and re-engagement flags
Marketing
- Campaign lists built from live segments
- Source attribution back to funded accounts
- Consent and preference tracking per client
Runs on its own. Better with the rest.
Deploy this module alongside your existing systems, or connect it to the wider stack and share one client record end to end.
Onboarding
Applications, verification and account activation.
Trading Platform
Order entry and positions across web, mobile and desktop.
Wealth Management System
Portfolios, advice and consolidated reporting.
Back Office Solutions
Post-trade processing, reconciliation and reporting.
Managed Services
Infrastructure and support run for you.
See it against your own funnel.
We will walk through the CRM using the stages and roles your desk already runs on.
Talk to our team