Centralized Web-Enabled Client Communication Portal

Personalized, timely and efficient communication is a prerequisite to a successful client relationship. Phone calls, email or paper instructions can be cumbersome, time consuming, expensive to action, as well as error prone.

EIS has developed a personalized, client communication system that allows direct, real-time communication between client and back office for activities that include trade instruction, incident investigation, KYC updates, client onboarding and dispute resolution.

Your client communications can be encompassed in a single integrated system, managed from one central portal.

Benefits of EIS Centralized Web-Enabled Client Communication Portal

  • Effective communication in real-time
  • Seamless communication capabilities with various departments
  • On-line management review capabilities
  • Auditable and trackable instruction requests
  • Significantly improved client experience

Contact EIS for further information about our services and how our solutions can help your organization.