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.

Select our closest office

• United Kingdom
• United States

Testimonial

• “In the new corporate environment, where access to accurate, up-to-date information in a variety of locations is critical for the success of any organisation, XMWeb provides us with an intuitive and affordable solution that satisfies these needs for all of our client related processes.”
  • 
    Damian Minty
    Chief Financial Officer, RMRI

• The top 20% of a bank's clients generate more than 80% of their revenues