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Kempen website murah alphacaptech promosi hebat portfolio website

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

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Master Dashboard

Predictive analytics and platform overview for company administrators

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Digital KYC

AMLA and watchlist checks

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Financial features

Auto calculation of dividends, commission payouts, M2E integration

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Digital Form Submissions

Built in e-signature

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Customer Portal

Portfolio overview and newsletter

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CRM functionality

Manage customers & agents

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