Concentrate on helping your clients, don't fight mediocre CRM software. Leading financial services companies use AMS to manage and support their users.
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.
Our comprehensive dashboards and integrated reporting providea 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 internalprocesses and ensure compatibility with leading office suites and your existing software tools.
Our flexible suite of business tools allows us to implement a cost-effective solution for managing your registered users.
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
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