How to grow profits with any CRM system

In September’s issue of Forefront, Christopher Young, practice head of both Pinnacle’s Risk and Compliance and recently launched Business Development teams, offers some practical advice on how firms can drive more value from their CRM investments. You can read the article here Or download the article here

Case Study: Weightmans

Read how, Pinnacle, working in partnership with Thomson Reuters Elite (TRE), used it’s expertise to create a robust technical solution to clean Weightmans’ current data – minimising duplicate entities and aged records, reducing their impact on reporting, conflict checking and AML and enabling them to maintain their data hygiene in the long-term. To do this […]

How is Pinnacle helping its customers with new business intake

We help firms in a myriad of ways. > We have a real strength in Anti-Money Laundering and KYC and are increasingly working with US based firms to reduce the burden of KYC compliance. We have developed thinking and associated forms and workflows which allows firms to undertake and record the necessary risk assessments and […]