Our collaborative digital solution fosters teamwork on client portfolios and provides customers with their own space to access files and business insights. With a foundation built on Microsoft technologies, integration is seamless, centralizing all your data in one accessible location.
The objective of D360 is to assist in saving both time and expenses. It provides you with a comprehensive view of your activities, which you can access at any given moment. This facilitates smoother collaboration with your teams and clients, as they can access their dedicated portal to exchange and review documents.
The solution is designed to enable you to customize it by adding the modules that align with your interests. By consolidating your data within a fully interconnected platform, you can automate tasks, enhance decision-making, and boost your revenue. Concentrate on high-value tasks while D360 handles the rest for you.
Onboarding, a crucial step for many financial enterprises, collects data about prospective clients, whether they’re companies or individuals. The old-school approach can become cumbersome due to ever-changing regulations, ambiguous processes, and manual tasks. Our solution refines this process, guaranteeing thoroughness and correct document submissions.
Utilize our platform for compliance and risk evaluations, enabling clients to upload documents with ease. Additionally, enjoy the convenience of automated KYC verifications, adjustable to your desired intervals.
Much like many task management solutions, this module empowers you to create and oversee tasks. As a team leader, you can delegate tasks to your members, monitor their progress, and maintain a history of completed tasks over specific time frames or accounts.
Taking task automation up a notch, D360 can autonomously generate tasks and allocate them to the appropriate users. This means your recurring tasks, like onboarding processes or invoicing, can be set up and assigned almost instantly.
Navigating the intricate relationships between companies, or between an individual and a company, can be challenging.
Our structure chart utilizes your client’s information to automatically depict the company’s structure as a visual “tree”. This dynamic feature provides a real-time view of a company’s hierarchy, from top management down to its underlying assets.
D360 is ever-evolving, and we provide custom development as needed. Even if a module doesn’t currently exist, we can craft it to your specifications. Existing subscribers can also utilize expert support hours for specific module development
Seamlessly integrate your existing tools into D360, enhancing efficiency and collaboration. No need to juggle multiple platforms; our solution brings everything together, simplifying your workflow and maximizing your productivity.
Mathieu Villaume – CEO of Azur & Partners
