How to suspend client accounts?
You can suspend client accounts using our client lifecycle management feature.
Our technology
Client lifecycle management
In combination with
Any CRM provider
What you get
Technical Advantages
- Client lifecycle management functionality
- Central repository for your client lifecycle data
- Suspend and unsuspend client accounts in a single click
- Verified client data for re-use to reduce financial operations steps
- Highly secure, agnostic and fully redundant infrastructure platform
- Best-in-class back office portal for your finance and ops teams
- Manage clients lifecycle without the need to build complex logic
- No need to build necessary logic required to manage client data orchestration for financial operations such as account creation, compliance checks etc.
- Easily post verfied client data to Integrated Finance via API
- Reduced total cost of ownership across direct, indirect and opportunity development costs
- Reduced risks associated with software security and regulatory compliance
- Faster time to market
- Utilise a variety of webhooks to action multiple workflows to build your Fintech product