CRM
The T100 CRM centralises every interaction and piece of client information, from onboarding to trading history and ongoing reviews into one secure record.
Designed for regulated markets, it integrates seamlessly with T100 Core and the Compliance Diary to ensure that you always have a single source of truth.
Why it Matters
A specialised CRM helps regulated firms reduce onboarding friction, manage ongoing KYC obligations and strengthen client relationships. It ensures that every piece of data is consistent and actionable, providing a solid foundation for compliance and growth.
Feature Highlights
360 degree client view
Capture contact details, onboarding documents, KYC and AML status, risk scores and trading activity in one place.
Workflow automation
Generate tasks and reminders for due diligence reviews, document renewals and periodic client assessments.
Audit ready communication logs
Automatically record emails, calls and meetings with date and time stamps, maintaining a complete evidence trail.
Secure document management
Store contracts, identity documents and compliance certificates with role based access controls and encryption.
Integrated compliance
Link CRM records to the compliance diary for alerts and sign offs and update risk scores in real time.
Data driven insights
Create reports and analytics from any field to monitor client segmentation, profitability and risk levels.
