SMART > Our Services > Process & Operations > Client Management

In an increasingly client driven market, organisations are required to hopscotch between client demands and compliance directives. As competition intensifies and margins are further eroded, organisations are constantly seeking ways to improve their access to client information and the management of that data. Clients seek a one-stop-shop experience from their banks and existing customer data integration and contact management processes often fall short of requirements. Many of these systems and processes fail because the data is redundant, inconsistent or the underlying data model of the solution is inherently flawed.

Traditional platform consolidation programs were carried out because of associated savings that could be achieved. What many organisations are now discovering is that this can actually be a means of generating revenue.

SMART has in-depth experience in advising and supporting organisations in consolidating platforms and integrating relationships both for individual clients and relationships between different client accounts across the organisation.

SMART consultants also help clients assess their KYC due diligence and anti-money laundering compliance using specialised transaction monitoring software and processes.

Our Services Include:

• Contact Management

• Customer Data Integration

• Client Service Excellence

• Client profitability

• Know Your Customer

• Client Asset reporting