Audience

Companies and financial institutions searching for a solution for their private banking operations

About SpeciVim

SpeciVIM is a complete KYC solution designed for private banks. It aims to cover all business needs and provide you all functionalities to have a 360° view of your client by centralizing all client data and interactions in one software. Create, manage, track and follow your client at each step of his lifecycle from the on-boarding (traditional or digital) to the automatic exchange of information. specific is composed of 10 modules, offering you modularity and flexibility in order to help you build a tailor-made solution. This software can be used by each department of your bank (central file, compliance, client service, relationship management, etc.). This digital onboarding application has been designed to automate the onboarding process and help the wealth managers focus more into value-adding activities. It offers a large rang of flexible functions, including a Decision Tree to deliver a tailored experience to your client, based on its profile and its needs.

TCS BaNCS
TCS BaNCS
TCS BaNCS Digital is an enterprise wide solution that enables your bank customers the flexibility and convenience of managing their finances anywhere. The easily deployable and scalable solution caters to retail and corporate banking (focused on small and medium businesses (SMBs)), securities trading and wealth management. TCS BaNCS Digital includes a host of consumer and enterprise apps, coupled with social media and real-time analytics. The solution is based on a hybrid architecture and responsive web design. To support specific needs of financial institutions in its digital transformation,
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CREALOGIX Digital Hub
CREALOGIX Digital Hub
CREALOGIX Digital Hub is a scalable, integrated digital banking engagement platform. It enables banks and wealth management firms to deliver on their growth strategies and meet the increasingly digital demands of their customers. Accelerate your digital transformation with our suite of solutions for digital banking and financial services. Propel your digitalization forward with a modular SaaS solution that brings you closer to your customers with an enhanced, personalized digital experience. Next-generation customer interactions for financial institutions with a personal, intelligent and engaging communication across all channels. Increase your efficiency with an easy-to-use portal that delivers fully compliant digital processing of funding throughout the entire lifecycle from the application, right through to review and payment.
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Allvue
Allvue
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
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NexJ CRM
NexJ CRM
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
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Integrations

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Company Information

Specitec
Founded: 2004
Switzerland
www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Webinars
In Person
Videos
Support
Phone Support
Online

SpeciVim Frequently Asked Questions

Q: What kinds of users and organization types does SpeciVim work with?
Q: What languages does SpeciVim support in their product?
Q: What kind of support options does SpeciVim offer?
Q: What type of training does SpeciVim provide?

SpeciVim Product Features

Banking

Transaction Monitoring
Private Banking
Multi-Branch
Online Banking
Risk Management
Investment Banking
Retail Banking
Credit Card Management
Securities Management
ATM Management
Credit Union
Corporate Banking
Compliance Tracking

SpeciVim Additional Categories