Client CRM, Boston Merchant Financial

BMFN Private Cabinet offers fully electronic client onboarding and management process. The systems complies with GDPR standards. BMFN Cabinet consists of sections for Individual/Corporate/Joint investors; Company partners; Sales representatives and Operational employees. The system offers online forms powered by e-signature technology, automated compliance verification, educational & analytic materials, comprehensive financial reports, online deposits via major payment systems, CRM and Live chat support.