List of enVisual360 CRM Customers
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Since 2010, our global team of researchers has been studying enVisual360 CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased enVisual360 CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using enVisual360 CRM for CRM include: Peace Hills Trust Canada, a Canada based Banking and Financial Services organisation with 120 employees and revenues of $35.0 million, Sorrell Private Trust Canada, a Canada based Banking and Financial Services organisation with 15 employees and revenues of $3.0 million, Ams Financial Group, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using enVisual360 CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The enVisual360 CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Ams Financial Group | Banking and Financial Services | 10 | $1M | United States | enSynergy | enVisual360 CRM | CRM | 2000 | n/a | In 2000, AMS Financial Group implemented enVisual360 CRM from enSynergy to support client management and trust and accounting workflows. enVisual360 CRM is deployed to support AMS Financial Group's US wealth-management operations and to integrate asset and client workflows across its advisory practice. The vendor testimonial states AMS chose enSynergy's product in 2000 and uses multiple enVisual modules to improve client management and operational flexibility. The implementation leverages multiple enVisual360 modules, combining CRM functionality with trust and accounting capabilities and workflow orchestration for asset and client lifecycle management. Configuration focused on client record consolidation, trust accounting entries, and process automation for client onboarding, account maintenance, and asset servicing. The configuration reflects CRM category practices of contact management, opportunity tracking, and integrated financial record linkage. Operational coverage is described as across AMS Financial Group's US wealth-management operations, supporting advisors and operations within its small firm structure. Governance centralized client data and aligned workflows between client-facing advisors and back-office trust and accounting functions, enabling consistent recordkeeping and operational flexibility. enVisual360 CRM remains the focal application connecting client management, trust accounting, and asset workflows for AMS Financial Group. | |
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Peace Hills Trust Canada | Banking and Financial Services | 120 | $35M | Canada | enSynergy | enVisual360 CRM | CRM | 2017 | n/a | In 2017, Peace Hills Trust Canada implemented enVisual360 CRM to consolidate client onboarding, AML controls, and trust administration across its Canadian operations. The deployment emphasizes the CRM category capabilities for relationship management while also supporting AML and accounting workflows named by the vendor testimonial, aligning the application with trust administration needs. The enVisual360 CRM implementation included configured modules for CRM, AML/compliance, trust administration, and accounting, supporting client onboarding workflows and regulatory control points. Configuration focused on embedding KYC and compliance checkpoints into account and trust lifecycle processes, and on consolidating client data to reduce manual reconciliation across trust and accounting records. Operational coverage extended across compliance, trust administration, client onboarding, accounting, and operations teams within Peace Hills Trust Canada. The implementation scope was centered on strengthening regulatory controls and standardizing onboarding procedures across the institution rather than expanding into new geographies. Governance and process changes accompanied the rollout, with compliance workflows and onboarding approvals instrumented inside enVisual360 CRM to centralize control and oversight. Vendor testimonial credits enVisual360 CRM with meeting CRM, AML and accounting needs and improving compliance and operational efficiency, reflecting reported gains in control and operational alignment following the deployment. | |
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Sorrell Private Trust Canada | Banking and Financial Services | 15 | $3M | Canada | enSynergy | enVisual360 CRM | CRM | 2019 | n/a | In 2019 Sorrell Private Trust Canada implemented enVisual360 CRM to centralise client relationship management, KYC intake and lifecycle, trust and corporate accounting, and document management. The Sorrell Private Trust Canada enVisual360 CRM deployment targeted consolidation of global billing and operational control across trust services and corporate administration, aligning application capabilities with the firm’s small-firm operational footprint. The solution was hosted on a private cloud, providing a centralized application tier and document repository for the firm’s trust operations. enVisual360 CRM was configured to unify CRM, KYC workflow orchestration, trust accounting ledgers, corporate accounting recordkeeping, and document management capabilities into a single platform. The program followed a multi-stage implementation sequence with phased module rollouts, and vendor testimonial indicates that roughly two years into the project enVisual360 became vital to daily operations. Governance and process changes centralized KYC review and billing workflows, and the operational scope covered trust administration and corporate accounting functions across the firm’s service footprint. |
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