The key to customer satisfaction lays in deeply understanding the client, and Vestio's CRM system does just that. The module offers a comprehensive set of tools for superior client relations management. Aiding your institution by combining all the detailed client information in a single database. From which manual CRM business process could be automated, and communication with clients could be achieved in a timely manner. Vestio brings an industry-leading solution, uniquely tailored to fit each wealth management institution and to derive value out of its client relations.