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

• “When deciding on a Client Management solution there were three critical factors: total transparency, flexible to adapt to managing our work processes, and available from any location at any time. XMWeb comfortably provides us with this and much more. It allows us to provide a better level of service to our clients, provides us with enterprise functionality, and is easy to use and affordable.”
  • 
    Global head of CRM
    Tier 1 European Investment Bank

• A 5% increase in client loyalty can boost profits by 25%
  
  (James L. Heskett, Harvard Business Review, “Focussing on your customer”)