Zoho CRM - Omnichannel CRM for Businesses of all sizes
Encompass - encompass Know Your Customer (KYC) software for banking, finance, legal and accountancy. Onboard clients with ease and ensure AML regulation compliance.
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Pega Know Your Customer - Pega Know Your Customer is the premier customer service platform that forecasts and manages today’s customer journey on a global scale and verify the client’s identity when opening an account over time.
Insightly - Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
TMF Group KYC - TMF Group KYC is a rich-featured website that offers an independent assessment on compliance with KYC obligations such as AML, FATCA, CRS, and AIFMD, making the organization build its own database solutions to manage or maintain the different runnin…