
PORTFOLIO
Digital Onboarding and Management Platform

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.
Platform Highlights
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Corporate website ​
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Online subscriber application​
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Agency portal ​
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Subscriber portal​
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Master admin portal & dashboard​
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CRM & eKYC integration​
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Dividend and financial forecast

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Implemented & Developed
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Redesigned and redeveloped corporate website
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Built CRM platform for agency and investor management with integrated KYC processes within the website.
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Create dashboard and database management platform within the website.
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Provided technical maintenance and support services.