Finance and banking: agents ready to work for you.

KYC, market monitoring, portfolio summaries and document reminders for finance professionals. 9 matching templates, ready after one or two questions.

Your industry:

9 templates for finance and banking

Automation
Complete KYC files
IDs, proof documents and source of funds requested, checked and filed per client.
€9 per monthWeekdays at 9 am
Automation
Market watch
Every morning before the open: indices, rates, currencies and the news that matters to your clients.
€19 per monthWeekdays at 7:15 am
Automation
Loan application documents
Payslips, tax notices, statements: every loan file's documents chased until complete.
€9 per monthWeekdays at 9 am
Automation
Portfolio summary
Every quarter, a clear summary per client: performance, allocation, points to discuss.
€3 per monthOn the 5th of the first month of each quarter
Agent chain
KYC collection, checks and review
Three linked agents: request documents, check them, prepare the review of complete files.
€41 per month3 linked agents
Automation
Missing document reminders
Documents you're waiting for from clients, followed up politely until they arrive.
€9 per monthWeekdays at 10 am
Automation
Investor information pack
An income property presented properly: yield, rent roll, market and risks.
€9 per monthFor every property to present
Automation
Annual wealth review
A month before each anniversary date, the client's review file ready and a meeting suggested.
€3 per monthEvery Monday at 9 am
Automation
Industry notes for your clients
Every month, a note on your clients' industries: figures, trends, regulation.
€3 per monthOn the 5th of every month at 8 am

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