AMLRunner

·        Automatically generates, frequently-used standard reports and proven rules

·        Identifies structured transactions and high-risk activity based upon unusual amounts, or deviations from typical behavior of the customers or firms

·        Aggregates, compiles, stores and analyzes dataIdentifies high-risk and potentially suspicious activities

·        Automatically files an SAR as well as keep track of filled SARs and store records of high-risk customers

·        Cross references potential and existing clients and investors through anti-money laundering watch lists

·        Keeps checklists and controls investments and adviser compliance requirements

·        Improves and streamlines your compliance operation and reduced costs  

CRMRunner

·        Tracks  your sales initiatives, opportunities and activities

·        Lets you easily access the entire history of all interactions with customers and prospects on an individual or company-wide level

·        Keeps all interactions with your customers and prospects, profiles them, services their accounts and keeps building the data

·        Maintains a complete history of all your customers’ open and closed issues.

·        Associates every contact with a particular opportunity or a case.

·        Delivers consistent messages to your clients

·        Triggers automatic email notification with specific event

·        Pulls up a customer's profile and view their current status as well as modify data and create reports on the spot.

MarketingRunner

·        Enables you to  deliver relevant and personalized customer communications across email, direct mail, social, survey, mobile and web channels

·        Creates an unlimited number of queries and assigns them to user groups

·        Builds automated events that are triggered based on the rules you define

·        Designates contacts to an unlimited number of campaigns and track their results

·        Sorts all the information assigning tags to items

·        Consolidates data from multiple sources

·        Creates personalized communications that directly impact retention, growth, and profitability

·        Engages in meaningful, customer-specific dialogues to drive results that far exceed the results experienced with social channel broadcasting

·        Provides the social campaign tools needed to get customers engage with your brand, recruit more customers and drive revenue.