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Overview
A respected and trusted Investment Holding Company, Alphacapital Berhad required a CRM tool to handle their interactions with agencies and investors while also meeting KYC (Know Your Customer) requirements. We implemented KYC processes into the CRM platform to guarantee that new investors and subscribers were validated, allowing the company to meet regulatory requirements while mitigating potential risks.
Main Features

Master Dashboard
Predictive analytics and platform overview for company administrators

Digital KYC
AMLA and watchlist checks

Financial features
Auto calculation of dividends, commission payouts, M2E integration

Digital Form Submissions
Built in e-signature

Customer Portal
Portfolio overview and newsletter

CRM functionality
Manage customers & agents
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