FibreCRM and IRIS Elements
Once KYC is signed off in FibreCRM and the engagement letter has been signed, FibreCRM creates the new client in IRIS Elements and data flows out of Elements into your favourite IRIS apps!
- Business Clients
- Personal Clients
- Categories & Partner/Manager Responsible (via ETL sub processes)
Includes: creation of new clients in IRIS when business development sales opportunities are won.