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Institutional CRM for Securities

The Securities Customer Center System, leveraging the core capabilities of “Unified Identification, Centralized Control, and Real-Time Collaboration,” directly targets customer information management challenges in securities institutions. It provides a secure, efficient, and compliant customer information infrastructure that supports the industry’s transition to a customer-centric digital model.

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Key Pain Points Addressed
Product Features
Product Advantages
Why Choose Us
Related Solutions
Home Product Solutions Institutional CRM for Securities

Key Pain Points Addressed

Risks caused by inconsistent customer information

Poor quality of existing (legacy) data

Low efficiency in information sharing

Lack of a unified customer view

System collaboration challenges and compliance pressures

Product Features

Feature Details
Standardized & Centralized Customer Information Management
Real-Time Omnichannel Information Sharing & Collaboration
Unified Customer View & Refined Operations
Compliance & Permission Control

Product Advantages

Advanced and forward-looking architecture

High data accuracy and consistency

Real-time responsiveness and efficiency

Strong security and compliance assurance

Flexibility and scalability

Why Choose Us

With a comprehensive fintech service ecosystem, we deliver end-to-end value to securities firms

01

Deep alignment with securities industry requirements

02

Proven implementation and migration experience

03

Strong business support capabilities

04

Sustainable technical assurance

05

Dual guarantee of compliance and business growth

Related Solutions

Institutional CRM for Securities

The Securities Customer Center System, leveraging the core capabilities of “Unified Identification, Centralized Control, and Real-Time Collaboration,” directly targets customer information management challenges in securities institutions. It provides a secure, efficient, and compliant customer information infrastructure that supports the industry’s transition to a customer-centric digital model.

Securities Industry Retail CRM

The Securities Retail CRM provides an “efficient, secure, and compliant” customer and marketing management solution tailored to the needs of securities retail institutions. By addressing key business pain points, establishing a full-process functional framework, and leveraging differentiated advantages, it empowers institutions to achieve scalable growth and refined operations.

Securities Industry ECIF

The Securities Industry ECIF system is built with the goal of “centralized registration, unified identification, and real-time sharing.” It establishes a mechanism where customer core information is centrally registered, identity data is uniquely verified, and key data is shared in real time. The system provides consistent, authoritative customer data to all application systems, eliminating risks of duplicate accounts or inconsistent information across systems. By creating a unified customer information view, the ECIF supports group-wide data usage and management, enhances customer data value, and strengthens data and system foundations—helping financial institutions transition fully to a customer-centric operating model.

Securities Investment Platform Solution

This solution delivers end-to-end management of the investment lifecycle, including strategy formulation, portfolio management, market liquidity analysis, price inquiries, trade preparation, execution, clearing and settlement, valuation, accounting, and reporting.
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