One financial CRM across entities, desks and products
How a multi-asset group gave its desks one client record across licensed entities, with each entity's rules configured rather than rebuilt.
The starting point
A client has licensed entities in several jurisdictions and desks for securities, commodities and metals. Each entity ran its own client area and CRM, so a client trading with two entities appeared as two unrelated records, and every change shipped several times.
What they needed
- One client record across entities and desks
- Entity rules for disclosures, products and payment methods
- Desk-level permissions and pipelines
- One release instead of one per entity
What FYNXT delivered
FYNXT replaced the separate tools with Financial CRM and one client experience configured per entity. Each regulator's disclosures, products and payment methods appear to the right clients, desks work their own pipelines, and the group sees every relationship in one place.
What changed
- One record per client across entities
- Entity rules are configured, not coded
- One release instead of one per entity
- Onboarding & compliance
Corporate onboarding without the email chase
Digital Onboarding · Financial CRMRead the use case - Portfolio & investment
Fixed-income products offered, subscribed and serviced online
Bonds & Fixed Income · Payment Orchestration · Client experienceRead the use case - Payments & treasury
One payment policy across entities, currencies and providers
Payment Orchestration · Data & intelligenceRead the use case
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.