FibreCRM
Curated by SignalCRM banking solution enhancing client relationships for accounting firms.
Overview
FibreCRM is a customer relationship management (CRM) solution tailored for accountants and CPA firms. The platform focuses on enhancing client relationships through data management and analytics. It facilitates the management of Know Your Customer (KYC) processes, secure client data capture, Anti-Money Laundering (AML) checks, and synchronization with practice management software. Aimed at large accountancy firms worldwide, FibreCRM seeks to address issues related to client onboarding and the overall client experience. The platform utilizes big data and artificial intelligence (AI) to provide insights into customer interactions, which may assist firms in customizing their services and marketing strategies.
Key facts
- Founded
- 2007
- Headquarters
- Penryn, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Banking Technology
Business model
- GTM channel
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- 12 products and services
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Contact
- Primary office
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- Phone
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