Client Services

Client Services handles account management, onboarding, client communications, and support for retail and institutional clients. This unit serves as the primary interface between the brokerage firm and its customers, focusing on relationship management and service delivery.

This department is part of the Brokerage business area.

Products fall into the following categories:

• Client Relationship Management (CRM) Systems
• Client Onboarding Solutions
• Communication Management Systems
• Document Management Systems
• Help Desk Software