Digital Asset Firms Client service
One client record for sales, support and compliance
How a digital asset firm gave sales, support and compliance one client record, with KYC status, deposits and partner history in view.
The starting point
A client has support agents answering questions about verification and deposits without seeing either. KYC status sat with one provider, fiat deposits with another and partner attribution in a spreadsheet, so every answer meant asking another team.
What they needed
- KYC status, deposits and partner history on one record
- Tickets that route by topic, language and risk
- Sales follow-ups based on real client activity
- An audit trail compliance can rely on
What FYNXT delivered
FYNXT set up Financial CRM as the exchange's client record. KYC status, fiat deposits and partner attribution arrive through integrations, tickets route by topic, language and risk, and sales journeys start from real activity such as a first deposit.
What changed
- Agents answer without asking another team
- Tickets reach the right queue first time
- Compliance sees every interaction on record
- Onboarding & compliance
KYC that keeps up with every sign-up wave
Digital Onboarding · Financial CRMRead the use case - Payments & treasury
A fiat on-ramp that no single provider can stop
Payment OrchestrationRead the use case - Partners & introducers
Affiliates and ambassadors paid in one run
Incentive ManagementRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.