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Finomial : CLIENT LIFECYCYLE MANAGEMENT

with Compliance DNA

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Finomial provides compliance-driven, investor-first, client lifecycle management.

How does Finomial work?

Investor Compliance
INVESTOR COMPLIANCE    


AML, KYC, FATCA and CRS made simple, with your complex rules built right into the software, and workflow that simplifies the process both for your investors and for your team.

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Client Lifecycle Management
CLIENT LIFECYCLE MANAGEMENT    


On-boarding, off-boarding, and every touchpoint in between, with audit trails, rules-based outreach to investors, management reporting and analytics.

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Investor Servicing
INVESTOR
SERVICING    


Digitize investor servicing, from performance reporting, email query management, inflows / outflows, self-service investor profiles, and compliance management.

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Digital Transformation Consulting
DIGITAL TRANSFORMATION CONSULTING    


You need a software platform that has the flexibility to support any business configuration, and when you need world-class best practice and implementation leadership, we are your partners.

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Contact us to learn more about Finomial

Gain unprecedented access to real-time transactions, performance reporting, and all compliance activity in one single platform

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