Profile Software
35 Case Studies
A Profile Software Case Study
AJK Wealth, an evolving investment management firm in Cyprus with offices around the world, faced the challenge of delivering superior, highly personalized service while safeguarding sensitive client information and strengthening KYC and client relationship management. After a vendor evaluation, AJK Wealth selected IMSplus from Profile Software to meet these needs.
Profile Software implemented IMSplus to provide secure functionalities and a powerful KYC engine for advanced client relationship management. The IMSplus deployment strengthened AJK Wealth’s data protection and compliance posture and enabled more efficient onboarding and personalized client servicing, improving their overall client relationship capabilities.