IAM & Family Office

Customers Management

Customers Management

The smartest way to promote
Our powerful Marketing module is much more than a great way to promote your investment and enterprise strategy. Now you can target current and prospective customers with tailored multi-channel campaigns. Prospero helps to make your communication totally professional from the outset. And when they’re ready, you just send your individual or mass-targeted messages, emails, news and articles in a single click. Once sent, you can track all the feedback you receive so as to improve your client profile, enterprise strategy, investment direction and marketing communication.


CRM with a capital “C”
If 30 years in this industry has taught us anything, it’s that the client is what drives success. When it comes to CRM, the initial C – client – should be capitalized to emphasize its importance. Our CRM tool reflects this view. Track and manage clients’ investment goals and objectives, investment constraints and preferences. You can also set monitor and contact preferences (including reporting and sales-marketing) so that your relationship with the client matches their requirements.

Extensive Information including corporate information
Client relationships (e.g. Business, Family, etc.)
Contacts and Preferences
Investment Goals & Objectives
Investment Restrictions, Rules and Constraints
Suitability of the funds – MIFID
Investment Preferences, fees and Marketing
Customizable Sections


Prospero a solution that seeks to minimize your compliance costs
Regulations governing business-client relationships become increasingly stringent while clients themselves are understandably more demanding in areas like transparency and risk management. Our KYC tool allows you to approach clients on a more confident footing, giving you extensive client due diligence, compliance & profiling (AML, KYC e.g. MIFID) as well as accurate and up-to-date client risk profiling.

The newly issued FATCA & CRS reporting standards require international organizations to comply with a new set of challenges. Prospero has developed a solution that recognizes these new standards.


Simplify tasks and deepen relationships
With Prospero, you have everything you need to create perfect relationships. Configure preferences to remind you of each major event. Schedule and organize your contact activities with our simple-to-use Organizer, and generate tasks to perform using predefined processes. With Prospero, tasks such as preparing for client meetings and tracking feedback are effortless. In short, you will always be on track and on the ball.

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