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CSA
Program Update – CSA Expert
CSA Expert Release History
CSA Hard-lock Identifier
Ease of Use
Multi-lingual
Commitment
Technical Support Bulletin
AML
How does it work?
Main Functions
Access Security
Client and Entity Review
Sanction Check
AML Download
PEP Check
Seminar Schedule
Seminar on AML
PEP Search
Wanted/Fugitive Search
Frequently Asked Questions
CPA
Executive Summary
Job Assignment Management
Human Resources Administration
System Security
Recommendation
FAQ
ASCAN
Newsletter
Contact Us
Join Us
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Home
Privacy Policy
CSA
Program Update – CSA Expert
CSA Expert Release History
CSA Hard-lock Identifier
Ease of Use
Multi-lingual
Commitment
Technical Support Bulletin
AML
How does it work?
Main Functions
Access Security
Client and Entity Review
Sanction Check
AML Download
PEP Check
Seminar Schedule
Seminar on AML
PEP Search
Wanted/Fugitive Search
Frequently Asked Questions
CPA
Executive Summary
Job Assignment Management
Human Resources Administration
System Security
Recommendation
FAQ
ASCAN
Newsletter
Contact Us
Join Us
Prospective customer easy input using mobile phone
Record name card and images while still at the meeting
Using the preset Sales Process to indicate the stage
Assign staff to follow up with the potential client
One touch to see all the contacts and development history
Setup to send periodic announcement to keep up the image
One-touch to view all past and present activities of a client
Special Service Record function to record all contacts
Secured communication channel to “talk” to client
View all outstanding jobs as well as related jobs
Newsletter mailing function to keep in touch with the client
On-line file cabinet to store all permanent files
Finance Management ->
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