SpeciVim

SpeciVim

Specitec
+
+

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About

The Q4 Wealth Management System (Q4) provides modeling, analytics, and reporting designed specifically for your business. You can report on the business at any level of your organization, from top-of-bank and division officer reports all the way down to the account level. All reports and analytics are backed up by robust data stored at the lowest level of detail, including the specific assets held for each account. This ensures maximum precision for fee modeling, and absolute balances to your bank systems. Measuring profitability allows you to identify profitable and unprofitable relationships, giving you the insight you need to negotiate aggressively and reduce discounts on unprofitable relationships, and make sure to protect your profitable business. With data that can be aggregated to any level of the organization, you can evaluate your revenue vs. expense levels for each product, region, relationship officer, or client.

About

SpeciVIM is a complete KYC solution designed for private banks. It aims to cover all business needs and provide you all functionalities to have a 360° view of your client by centralizing all client data and interactions in one software. Create, manage, track and follow your client at each step of his lifecycle from the on-boarding (traditional or digital) to the automatic exchange of information. specific is composed of 10 modules, offering you modularity and flexibility in order to help you build a tailor-made solution. This software can be used by each department of your bank (central file, compliance, client service, relationship management, etc.). This digital onboarding application has been designed to automate the onboarding process and help the wealth managers focus more into value-adding activities. It offers a large rang of flexible functions, including a Decision Tree to deliver a tailored experience to your client, based on its profile and its needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage their modeling, analytics, and reporting processes

Audience

Companies and financial institutions searching for a solution for their private banking operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5000 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quantifacts
www.quantifacts.com/technology-solutions/

Company Information

Specitec
Founded: 2004
Switzerland
www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html

Alternatives

NexJ CRM

NexJ CRM

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Alternatives

SMART Business Suite

SMART Business Suite

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NexJ CRM

NexJ CRM

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SpeciVim

SpeciVim

Specitec

Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Integrations

No info available.

Integrations

No info available.
Claim Q4 Wealth Management System and update features and information
Claim Q4 Wealth Management System and update features and information
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Claim SpeciVim and update features and information