Introducing XMWeb

XMWeb has been designed specifically for the Financial Services industry to aid them in the management of their broker-dealer, custodian, partner and client relationships. XMWeb is an affordable, easy-to-use software application that provides comprehensive Operational and Management reporting and integrates financial services specific functionality including Tasks/Queries, Meeting notes, Contact management, Profiling, Surveying, Marketing and many other features.

XMWeb stores all client, broker-dealer, partner and/or custodian data across products, entities and regions in a single, central location and is available from any location at any time of day. XMWeb’s focus is on maximizing the value of your relationships over their complete lifecycle by facilitating the provision of excellent service and transparency of client, broker-dealer and custodian data/information.

Organizations using XMWeb are given the opportunity to be more proactive than their competitors.

XMWeb has been deployed globally within Tier 1 Investment Banks.

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Testimonial

• “XMWeb was introduced 3 years ago. MCI was looking for an IT application to support day to day activities of the company's Project Managers and Service Managers in a professional way, and we found the right supplier in XMWeb. Constant dialogue and proactive support have been the key factors for success.”
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    Daniel Tiberghien
    European Services and Projects Director, MCI

• For routine/commodity work, clients buy services based on “What is better, faster, cheaper”. For high value work, clients buy based on expertise, results, how the service is delivered and how their relationship is managed