Capital Base Wealth Management & Trust Software
Modules Specific to
Wealth Management CRM
Robust, Wealth Management CRM capabilities to manage and analyze customer interactions with the goal of improving relationships with clients and COIs, assisting in client retention and driving sales growth.
Trust Account Workflows
From Admin & Reg 9 Reviews to Client Due Diligence/KYC/AML Scoring, CapitalBase has workflows to simplify compliance execution and quickly implement new procedures.
Full life-cycle Wealth Management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
Break down the bank silos that still exist by making it easy to create, route and close referrals, increasing cross-selling results across the whole bank.