AI-Based CRM
Leverage AI-driven insights for client management, personalized investment strategies, and automated follow-ups.
Real-Time Analytics
Track market trends, portfolio performance, and investment insights through dynamic dashboards.
Regulatory Compliance
Ensure adherence to financial regulations with automated compliance tracking and reporting.
Secure Document Management
Store, manage, and share sensitive investment data with multi-layer security and access controls.
Investor Self-Service Portal
Provide investors with real-time portfolio updates, financial reports, and seamless transaction capabilities.
Scalability & Flexibility
Our CMS grows with your firm, adapting to the evolving needs of the investment industry.
1
AI-Based CRM for Investment Firms
Enhance client relationships with AI-powered analytics that offer personalized investment recommendations, automated reporting, and seamless communication tracking.
2
Fast-Loading Websites with 100% Accessibility Score
Ensure a superior user experience with ultra-fast, SEO-optimized websites that meet accessibility standards for a global investor base.
3
VAPT (Vulnerability Assessment & Penetration Testing)
Secure your CMS platform with rigorous security testing to prevent data breaches and cyber threats.
4
Compliance & Risk Management
Stay compliant with evolving regulations through automated policy updates, audit logs, and risk assessment modules.
5
Digital Document Storage & E-Signatures
Manage investment agreements, KYC documents, and contracts securely with digital storage and electronic signing capabilities.
6
Multi-Device & Cloud Compatibility
Access your investment management system from any device, ensuring seamless operations whether in-office or remote.
A CMS for investment firms streamlines portfolio management, enhances client interactions, and automates compliance tracking, reducing manual workload and improving operational efficiency.
An AI-powered CRM helps investment firms analyze client behavior, provide personalized financial insights, automate client communications, and enhance decision-making for better portfolio management.
Our CMS solutions incorporate VAPT testing, multi-factor authentication, and encryption to ensure financial data security and regulatory compliance.
Yes! Our CMS seamlessly integrates with popular ERP, CRM, and trading platforms to enhance efficiency and data synchronization.
Absolutely! Our investor portal allows clients to track investments, access reports, and execute transactions securely online.
Our system features automated compliance tracking with real-time alerts and policy updates to keep your firm aligned with industry regulations.
Yes, we offer both cloud-based and on-premise CMS solutions tailored to your firm’s needs.
Simply contact our team at Creative Web Promotion, and we will guide you through the setup, customization, and implementation process.
Optimize both employee productivity and investor engagement with built-in features:
Birthday Mailers
Automated birthday and milestone reminders to enhance client and employee relationships.
Employee Directory
Maintain an up-to-date directory for seamless communication and collaboration.
News & Events Management
Keep investors and employees updated on market trends and company events.
Blogs & Case Studies
Share market insights, expert opinions, and success stories to educate and engage your audience.
At Creative Web Promotion, we build future-ready CMS solutions that enhance efficiency, security, and investor experience. Ready to transform your investment business? Get in touch with us today!
