New and more stringent laws and regulations are on their way.  The supervisors are becoming increasingly active, cooperate internationally, and exert more and more influence on the state of affairs in the financial sector. After the MiFID II, the General Data Protection Regulation (GDPR) will be introduced in May 2018.

A meeting of the Dutch Association for Asset Managers & Advisers (VV&A) took place on Thursday 5 April and which revolved around the GDPR. This meeting was very well attended, which indicated that the subject is a hot topic in the sector. “It would be nice if we could focus on clients again” is a frequently heard remark in the industry. How must we view this new legislation: a distraction, or a reason to focus on our clients again?

The solution: the SCOPE KYC Cloud Portal

The best solution for the GDPR is a customer portal in which you share information with your clients, such as the SCOPE KYC Cloud Portal. This was pointed out several times by Mr Jean Paul van Schoonhoven, speaker on this subject at the aforementioned VV&A meeting.

The SCOPE KYC Cloud Portal also enables you to quickly become (largely) MiFID II and GDPR compliant. There is also an integrated CRM solution available to put the customer at the heart of your business. This can be done quickly and efficiently with the software offered by SCOPE Marketing Technology B.V.

The SCOPE KYC Cloud Portal has been developed to facilitate the KYC process within the legal framework of MiFID II and the GDPR. The SCOPE KYC Cloud Portal is integrated with Monte Carlo simulation software and the world-famous FinaMetrica risk appetite test. The SCOPE KYC Cloud Portal also gives your client access to the client data stored in your system.

“It would be nice if we could focus on clients again”

 

SCOPE 4 Asset Management CRM

SCOPE4 Asset Management CRM puts the client at the heart of your business and gives all employees access to the central client relationship profile and contact history. SCOPE Asset Management CRM is integrated with the SCOPE KYC Cloud Portal and, naturally, both systems are attractively priced.

The SCOPE KYC Cloud Portal can be implemented rapidly. The SCOPE KYC Cloud Portal is a SaaS solution which has been tested and tried by many asset managers. You can get going after entering a number of company-specific parameters. If available, client data can be converted and stored in the SCOPE KYC Cloud Portal. An additional advantage: you can focus on your clients again.

Continued

No longer consider laws and regulations as a threat or a source of expenses, but as an opportunity to focus on your clients again. It is an excellent opportunity for client contact.