Client Relations
Management
Management
DataGrid helps businesses create a robust client relations management (CRM) framework and process all client requests with ease.
Accelerate sales
Accelerate customer acquisition and simplify relationship management.
Know Your Customer (KYC)
Streamline critical due diligence processes for client identification and KYC/AML workflows.
Improve customer service
Implement digital workflows to process all client requests fast and efficiently.
Solutions
Our Client Relationship Management products and solutions
DataGrid's Client Relations Management solutions include CRM system integration, compliance management platform TrustForm, and Client Portal integration. Our configurable suite of products allows you flexibility to scale and extend your business, meet growing digital experience demands, and enable continuous compliance.
CRM platform
Standardised and repeatable digital processes
Standardised and repeatable digital processes
We help businesses to integrate, adapt, and customise a trusted third-party CRM system, enabling you to improve your sales process, analyse and respond to clients inquiries, organise and structure client communications, monitor transactions, and save all documentation within one fully secure digital environment.
TrustForm
Client profile and compliance management
Client profile and compliance management
TrustForm is a KYC/KYB/AML and compliance management platform for financial enterprises, with advanced capabilities to onboard new clients, process complex client cases, and review multi-level ownership structures. Customise your client onboarding with checks from multiple services, all from a single, adaptable, no-code dashboard.
Get in touch today to find out how our digital solutions can help you improve your client relations and remain customer-centric at all times.