Give your users the right tools
Concentrate on helping your clients, don’t fight mediocre CRM software. Leading financial services companies use AMS to manage and support their users.
Overview
Efficient Customer Onboarding that is compliant with MiFID/MiFIR rules. A high degree of automation saves your operator’s time, most registrations are completed without manual intervention.
Our software integrates seamlessly into existing environments and provides import facilities for legacy data.
Business Intelligence
Our comprehensive dashboards and integrated reporting provide a timely view into your onboarding process. Up-to-the-minute data helps detect or prevent bottlenecks in your sales funnel.
Data exports and reports provide data for additional internal processes and ensure compatibility with leading office suites and your existing software tools.
A flexible toolbox
Our flexible suite of business tools allows us to implement a cost-effective solution for managing your registered users.
managing financial customer onboarding
managing trading accounts
supporting classic CRM-style functionality
text-muted for modelling of complex workflows with mutiple entry and exit points
user activity
data updates
system events
inbound and outbound API communication
support for templates with advanced
features like variables and merge-fields
industry-standard delivery- und open-tracking
(a 3rd party service is required for the
actual email delivery)
automated task creation when emails bounce
or cannot be delivered
Role-based access to data and functionality
on a need-to-know basis
Support for multi-tenant scenarios, e.g.
affiliate/whitelabel users whose access is
to data that originates from them
Based on the Open API Spec standard,
which has gained widespread industry
support: https://www.openapis.org/membership/members
Model-based generation of endpoints,
webhooks and documentation
Browser-based UI with strong focus on
performance and usability