Zymr developed a tailored Wealth CRM platform featuring customizable portfolio views, KYC tracking, and integrated calendar management. The solution supported role-based access for advisors, analysts, and compliance officers. Secure document vaults and smart reminders ensured advisors stayed on top of scheduled reviews and regulatory deadlines.
A boutique private wealth advisory firm managing high-net-worth clients across the U.S. The firm needed a secure, customized CRM to manage client portfolios, compliance records, and high-touch advisory workflows.
Advisors juggled multiple tools for client communication, portfolio reviews, and compliance documentation. Scheduling reviews and tracking KYC/AML updates were time-consuming, affecting both service quality and operational compliance.
Administrative workload dropped by 40%, while client meeting preparation time was cut in half. The platform improved client satisfaction and reduced compliance gaps.
Zymr developed a tailored Wealth CRM platform featuring customizable portfolio views, KYC tracking, and integrated calendar management. The solution supported role-based access for advisors, analysts, and compliance officers. Secure document vaults and smart reminders ensured advisors stayed on top of scheduled reviews and regulatory deadlines.
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