Finomial provides compliance-driven, investor-first, client lifecycle management.
AML, KYC, FATCA and CRS made simple, with your complex rules built right into the software, and workflow that simplifies the process both for your investors and for your team.
CLIENT LIFECYCLE MANAGEMENT
On-boarding, off-boarding, and every touchpoint in between, with audit trails, rules-based outreach to investors, management reporting and analytics.
Digitize investor servicing, from performance reporting, email query management, inflows / outflows, self-service investor profiles, and compliance management.
DIGITAL TRANSFORMATION CONSULTING
You need a software platform that has the flexibility to support any business configuration, and when you need world-class best practice and implementation leadership, we are your partners.