Complii FinTech Solutions (ASX:CF1) reports it has joined forces with the Australian Investment Exchange (AUSIEX) to create a new Customer Relationship Management (CRM) system.
The company says the new CRM system will connect to a new Adviser desktop application which will feature Complii’s existing compliance and capital raising tools, as well as enhanced CRM and reporting tools for AUSIEX’s current and new Adviser clients.
Adding on, Complii notes AUSIEX have committed to subscribe to the services for a minimum period of 3 years with a total commerical value of $1.5 million, comprising development costs and licence fees.
“This is another major step forward for Complii and its growth strategy”
The company also notes the CRM tool is a unique offering that has been constructed within a compliance framework, and designed with and for Advisers to effectively service their customers. It is reported the new tool has been centred around compliance, thereby minimising user effort and administrative overhead.
Speaking on the partnership, Complii’s Executive Chairman Craig Mason says: “This is another major step forward for Complii and its growth strategy and we believe recognition of the extent and depth of our strong Fintech solutions. This further asserts our position in the market as a leading fintech compliance and operational efficiency provider in Australia.”
Also commenting on the partnership, company Managing Director Alison Sarich says that the extension of the partnership means the development of high quality financial technology can continue.
“We are delighted that AUSIEX have chosen to extend their relationship with Complii and expand our partnership to continue developing high quality, new generation financial technology solutions for the Australian market.”
Complii FinTech Solutions is an ASX-listed company that was established to harness the online power of FinTech to meet the operational needs of Australian Financial Service Licence (AFSL) holders. The company’s technology digitises compliance, capital raising and operational functions, assisting about 1357 AFSL holders and organisations, and representing about 3,600 users to meet their regulatory obligations and organisational efficiencies in real time.
AUSIEX represents a wholly owned subsidiary of Nomura Research Institute (TYO:4307), which is one of Australia’s leading providers of trade execution, clearing, settlement and portfolio admin solutions.