Success Stories

Read about how this client has successfully implemented the Bric Software solutions.

Challenge

As a small trust company it is important for Avenue Management to work efficiently and spend time on services that add value to the customers. With regulations from the Central Bank becoming more strict an increased amount of time has to be spend on Compliance related matters.

Solution

With the Bric software application, Avenue is able to store all client related information in one place. Most importantly, a document checklist is used where it is possible to set whether documents are required and/or have an expiration date. The checklist automatically provides a summary of the extent to which the client dossier is completed. This makes it very easy to report during an audit.

In addition, it is possible to easily archive email correspondence to the client profile.

Benefits

• Complete client overview


• Documents are attached to the client profile


• Document versioning


• Expiration alerts when documents expire


• Easy reporting

Setup trial

By filling out this form we will give you access to a trial environment that is configured to the selected business sector. This way you will have the chance to see what the system has to offer.

Store your documents, files and processes on a local server or in the Cloud.

Compliance

Partners

John Petitjean
john@doublegum.be

Sint Truiden

Licensing fees, setup fees, consultancy fees, custom development