Create a corporate entity and manage relationships (use case)

See how CRM for Banks simplifies corporate onboarding and portfolio-level authorizations, giving you full flexibility to manage real-world client structures.

You’ll see how easy it is to add company details, upload documents, define key relationships like directors or founders, and build a clear organizational structure. From there, the demo shows how authorizations are managed on the portfolio level, allowing you to assign the right roles and permissions - from full power of attorney to limited access - based on real-world scenarios.  Whether you're handling straightforward or complex setups, CRM for Banks gives you full flexibility to tailor authorizations to your exact needs.