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What is Sphinx?

Sphinx is an AI-driven platform designed to optimize the KYC (Know Your Customer) and KYB (Know Your Business) compliance processes for banks, fintech firms, and other financial institutions under regulatory oversight. By leveraging sophisticated AI agents, the platform automates many of the tedious and time-consuming responsibilities previously managed by compliance analysts, resulting in substantial cost savings along with improved precision and consistency in operations. Among its key functionalities are the automated onboarding and verification of clients, transaction monitoring with effective alert management, preparation of Suspicious Activity Reports (SAR), case management related to Anti-Money Laundering (AML), and adapting to changes in regulatory frameworks. Additionally, the incorporation of AI technology not only enhances operational efficiency but also enables financial entities to maintain compliance amid a constantly shifting regulatory environment. This adaptability is crucial for institutions striving to navigate the complexities of compliance in today’s dynamic financial landscape.

What is SCRMpro?

Sphinx offers a specialized CRM solution called SCRMpro, which caters to the varied needs of small, medium, and large multinational enterprises. This platform enables organizations to effectively manage crucial customer-focused operations such as acquisition, retention, insights into customer behaviors, and loyalty enhancement. By implementing a range of customer-centric strategies, SCRMpro adeptly meets the specific requirements of clients by facilitating essential functions like sales management, lead tracking, and channel coordination. Our solutions prioritize customer engagement, aiding businesses in driving growth, maintaining a competitive advantage, and optimizing operational efficiency. This adaptable CRM software is designed to grow alongside each client's unique requirements, overseeing multiple aspects of business such as lead capture, data management, sales tracking, asset management, and generating detailed reports. Additionally, our customized CRM solutions have demonstrated a significant improvement in the responsiveness of customer service for our clients, leading to enhanced satisfaction and stronger engagement levels. Furthermore, the flexible nature of SCRMpro ensures it remains an indispensable resource as businesses progress and their needs evolve, making it a crucial tool for sustained success.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sphinx

Date Founded

2024

Company Location

United States

Company Website

sphinxhq.com

Company Facts

Organization Name

Sphinx Worldbiz

Date Founded

1996

Company Location

India

Company Website

www.sphinxworldbiz.net/scrmpro/

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

KYC

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

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