JUMP CRM offers a wide range of integrated Customer Relationship Management features dedicated to the needs of Private Banks and Family Offices.

JUMP CRM offers:

  • Easy access to all client information with customisable dashboards (customer details, customer profiles, etc.)
  • Strengthen customer relationship by providing high quality personalised services
  • Monitoring and analysis of the customer profitability
  • Implement a comprehensive compliance policy (KYC, Solvency II, FATCA, MIFID II ...)


Key features of JUMP CRM


 Customer Relationship Management (CRM)

  • Integrated CRM and 360 ° customer view
  • Customer risk & investment profiles
  • Asset analysis dashboard
  • Monitoring dashboard


Document Management and Reporting

  • Centralised document management and archiving
  • Automation of customised reports (JUMP Reporting)


Adapted Web Architecture

  • Web platform
  • Mobile devices: tablet, smartphone
  • Roaming CRM and reporting (JUMP Reporting)