CLMI

Owners

Goods & Services

Downloadable software in the field of client and customer data and relationship management; Downloadable computer software for use in customer relationship management; downloadable computer software, Downloadable computer software applications and downloadable computer software platforms for data and relationship management; Downloadable computer software, downloadable computer software applications and downloadable computer software platforms for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; downloadable computer software, downloadable computer software applications and downloadable computer software platforms specifically for use in the field of wealth management and private banking; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship; Downloadable computer software for regulatory and compliance assurance and checks

Software-as-a-Service (SaaS) services utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) services for client and customer relationship management; Software-as-a-Service (SaaS) services for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; Software-as-a-Service (SaaS) services for use in the field of wealth management and private banking; Software-as-a-Service (SaaS) services for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; Software-as-a-Service (SaaS) services for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) services in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management; Software-as-a-Service (SaaS) services for regulatory and compliance assurance and checks

Management of sales and marketing leads and prospective client pipelines in the field of banking, financial services, investments, wealth management and asset management; Customer relationship management