Back Office & CRM
from Finstek
Full back office with KYC/AML compliance engine, onboarding gateway, payment processing for 50+ PSPs, marketing suite with email automation, and document monitoring.
Category:
Back-Office Processing Systems
in:
Operations
Comprehensive platforms managing post-trade workflows, including confirmation, clearing, settlement, and reconciliation across different asset classes.
Back Office & CRM
in:
Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
Back Office & CRM
Publicly available data, summarised using AI.
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