What is SpeciVim?

SpeciVIM serves as a comprehensive KYC solution specifically designed for private banking institutions. Its main objective is to meet all operational needs while providing extensive features that create a complete overview of each client by integrating all pertinent data and interactions within a unified software platform. The software allows for the creation, management, monitoring, and support of clients throughout every stage of their journey, which includes both traditional and digital onboarding, as well as the automatic exchange of essential information. Featuring ten unique modules, SpeciVIM offers flexibility and customization, enabling you to tailor the solution to your precise requirements. This software can be utilized across multiple departments within your bank, such as central files, compliance, customer service, and relationship management. Moreover, the digital onboarding application is engineered to simplify the onboarding process, empowering wealth managers to focus more on high-value activities. With a diverse range of adaptable features, including a Decision Tree functionality, the software ensures a bespoke experience for clients that aligns with their specific profiles and needs. In essence, SpeciVIM not only boosts operational effectiveness but also strengthens client relationships through its personalized approach, ultimately contributing to a more engaged and satisfied clientele. This focus on customization and efficiency makes SpeciVIM a vital tool in modern private banking.

Integrations

No integrations listed.

Screenshots and Video

SpeciVim Screenshot 1

Company Facts

Company Name:
Specitec
Date Founded:
2004
Company Location:
Switzerland
Company Website:
www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

SpeciVim Categories and Features

Banking Software

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

More SpeciVim Categories