Streamline client interactions.
Convenience and trust are pillars of successful client relationships. With the AI Innoventure One Stop Client Hub, your organization can streamline and manage customer relationships — with persistent history and an audit trail of all interactions.
Integrated collaboration capabilities include KYC workflows, on-boarding, transaction management, document exchange, messaging, digital signature, video conferencing, task management, and more. The result is that service becomes more convenient, more personalized, and ultimately more human.
One Stop for your clients,
One Stop for your organization.
Modernize your client service experience, streamline business processes, and manage your firm.
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Make it convenient for your clients to do business with you.
Streamline your business process
Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.
Powerful interactive capabilities
Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.
