Altezza CRM is built for businesses that manage real customer relationships. It works in any industry and fits regulated ones especially well: KYC and identity checks sit on every contact, calls, texts and email are captured for compliance, and approvals and reviews are built into the way work moves. It runs out of the box, and the same product is configured for financial services, healthcare, legal and other regulated businesses.
In many businesses, one relationship can include several accounts and a long history of contact. Every action may also need to stand up later if a regulator, an auditor or a client asks. Altezza CRM is built for this. KYC and identity sit on each contact, calls and messages are captured by the platform itself, and reviews and approvals are part of the everyday workflow.
Calling, texting and email work inside the CRM, so every conversation is logged, indexed and kept to the standards your industry requires. You can search the whole book of contacts across entities, regions and risk flags from one place. Dashboards and reports are set per role, so an account manager sees their own book, compliance sees the open review queue, and leadership sees the whole firm.
From the start, the data model matches how most structured businesses already think – households or organizations, beneficiaries or stakeholders, several accounts per contact, an identity profile per account, and a configurable set of regions and product types. Your administrators can adjust each field, view and report without touching code, and the model is ready to use from day one.
Built-in connectors link to the rest of your systems – accounting, custodian feeds, market-data providers, payment rails and industry-specific tools – so transactions, balances and money movements appear in the relationship view automatically. Your team sees one up-to-date picture, kept in step with your back-office system.
What Altezza CRM covers, from the contact record to the reports your whole team relies on.
Identity documents, sanctions screening, risk profile and review schedule, all kept on the contact - easy to audit and search from one place, ready the moment a regulator asks.
Households, organizations, beneficiaries and several accounts under one relationship. The account manager sees the family or the firm, compliance sees the entity, and reporting adds up either way.
Identity checks, supervisory approval, four-eyes review and document retention, set up to follow your industry's own rules.
Run conversations from inside the CRM. Every call, text and email is captured and kept to your industry's compliance standards - searchable, exportable and tied to the right contact.
Every account manager sees their book - revenue, activity, risk flags and review queue. Dashboards and detailed reports for sales, operations and compliance all come from the same data.
Many relationship businesses run on three or four separate tools – a general CRM, a separate system to archive communications, a spreadsheet for identity reviews and a reporting layer put together by hand each quarter. Altezza CRM brings all of that into one platform that already understands accounts, households and organizations, custodians and review queues.
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