Our Product
Introduction
The basis of the XMWeb™ solution is a centralised, consolidated
repository of all our customer’s client, broker-dealer, prospect, competitor,
and product information regardless of internal and physical boundaries.
By accumulating detailed client information, financial institutions
gain a deeper insight into their client’s needs and wants and, in
turn, this opens up opportunities as a result of possessing this
knowledge.
Any user of XMWeb™ can see a 360 degree view of the organisation they
are interacting with, this empowers them to provide an informed,
personalised service and ensuring that all who interact with their
organisation are receiving a consistent, knowledgeable, high quality
service, regardless of who they speak to. This level of service and
knowledge persists even in the event an employee was to leave.
Furthermore, by centralising your information and automating
key processes this results in increased productivity, enabling your
company to manage more clients and transactions without increasing
headcount. All financial services firms can benefit from using XMWeb
to manage their business relationships.
There are no hidden costs in using XMWeb™, our customers pay a simple
per user per month fee.
XMWeb™ is available in two offerings, XMWeb™ Enterprise and XMWeb™ CLM (Standard).
The Enterprise version is available for organisations that require
bespoke development (above standard customisation requirements) of
XMWeb™ to suit their exact needs, whilst the CLM version is essentially
an “Out of the box” solution that we host and support on
your behalf. This ensures organisations of all sizes are catered to.
XMWeb™ is delivered via the Internet and available on-demand. It can
be hosted internally or externally across our secure infrastructure.
XMWeb™ increases your productivity, not your workload™