Envix

Trust Company (Guyana) Limited, the oldest financial firm of its kind in the region, contracted Envix to centralize its customer relationship management (CRM). The goal was to consolidate fragmented client records from various financial services such as trusts, mutual funds, and mortgages into a single, 360-degree view portal. Envix was chosen based on its affordability and was assigned a team of 2-5 employees for the project.

The scope of work was comprehensive, involving a detailed audit of both data and process journeys for three major departments: Guyana Unit Trust, Brokerage, and Mortgage. The Envix team mapped the work out, constructed custom CRM configurations for trust profiles, mutual funds, and pending mortgage applications. The CRM platform was designed with specific user roles that restricted access to sensitive financial data and boasted automated visual stages for mortgage and corporate-pension processes.

Envix's end-to-end CRM solution seamlessly integrated various tech platforms. This included the company’s main shareholder-registrar database, legacy sources, and the Microsoft 365 and WhatsApp Business platforms - ensuring every interaction was automatically captured. In addition, Envix provided a one-month post-go-live period for any necessary adjustments. The exemplary system design capped with compliance fields for KYC expiry dates, source of funds flags, PEP indicators, and automated AML alert rules, ensuring enhanced security and efficiency.