Strengthen your existing relationships with corporate clients and your investors by utilizing state-of-the art integration capabilities, and an intuitive interface. Backed by cloud computing and configurable functionalities, ensure more productivity with zero maintenance.
Real-time data access
21st century capital markets demand tools that have the right balance of intuitive UI and core power tools. Whether it’s online or offline, access to client data is done in real-time using a cloud-enabled banking CRM, and without any down-time issues.
Efficiently aggregate your client accounts, their personal holdings, and risk up corporate hierarchies to accurately measure their individual profitability. Understand your best-performing clients, and allocate your resources for maximum value.
Streamline your information flow and improve your communications across multiple teams, regions or even countries. Nurture relationships amongst your relationship managers, boost product lines, and put your specialists in the spotlight with our cloud banking CRM platform.
Kapture’s banking CRM is a platform that primarily focuses on flexibility. Integrate critical services and applications within Kapture so that it works for you. From importing market data to integrating legacy back-office systems, simplify your operations with a few clicks.
Regulate data sharing between sales executives with the right filters in place, and make sure all compliances are in order. Utilize your team’s strengths to drive your business, while we keep the background compliances in order and the machinery well-oiled and running.
Manage, evaluate and track opportunities, as well as acquire leads from potential prospects using Kapture’s banking CRM platform. This is all possible with a built-in reporting engine and dashboards that present with you digestible information through a simple glance