Business Data Integrator - Gestion De Fortune

Customer Organisation System

Customer Organization System (COS) is a comprehensive Customer Relationship Management (CRM) solution specifically designed to meet business needs and ensure accurate customer follow-up.

It gives the user an overview of his client’s:

  • Personal data
  • Banking relationships
  • Customer follow-up
  • Administration

Compatible with the Microsoft Office suite, the COS allows the creation of compliance, billing, stock market order documents in one-click. You are also able to export documents such as transaction list, list of positions, etc.

Documents such as e-mails, investment policy and other information are easily integrated into the COS and provide a 360° view of your customer.