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GROW & MANAGE YOUR CLIENTS EFFICIENTLY

Revolutionise Your CRM & Account Management.

Our CRM & Marketing products are meticulously crafted to bolster businesses with advanced capabilities in customer relationship and account oversight. This integral part of Validat’s fintech infrastructure platform empowers businesses to manage customer interactions, enhance engagement, and streamline account management processes with unparalleled precision and security.

Grow

Boost your business with our comprehensive tools. Streamline operations, enhance customer interactions, and expand your reach with advanced lead management, secure data protection, and integrated marketing strategies.

Optimise

Enhance your business efficiency with our integrated tools designed for optimal performance. Utilize advanced lead management, strategic marketing integrations, and robust security measures to streamline operations and maximise productivity.

Protect

Enhance your business security with robust multi-factor authentication and comprehensive security protocols. Protect customer data and prevent unauthorized access, maintaining trust and operational integrity.

Automate

Automate your marketing efforts with tools that streamline campaign management and target audience engagement. Enhance efficiency and consistency across channels, driving better results with less manual oversight.

NUTURE YOUR LEADS & GROW

Advanced Lead & Customer Management.

Elevate your business with Validat's comprehensive lead and customer management suite. Armed with sophisticated tools, our system enables businesses to efficiently track, manage, and nurture leads and customer relationships. Dive into a world where every interaction is an opportunity, optimised through our multi-faceted platform for unparalleled engagement and growth.

IMPROVE OPERATIONAL EFFICIENCY

Streamlined Scheduling for Enhanced Customer Engagement.

Optimize customer interactions with our robust scheduling service that simplifies the organisation of meetings, calls, and follow-ups. This tool enhances operational efficiency, ensuring every customer touchpoint is timely and effective.

TRACK & GROW MULTI-CHANNEL

Boost Network Growth & Marketing Impact.

Enhance your affiliate and partner network management with specialised tools that facilitate efficient collaboration and performance tracking. Simultaneously, leverage our integrated marketing campaign tools to design, manage, and monitor efforts across multiple channels, enabling targeted customer outreach that boosts brand visibility and engagement.

All Features & Capabilities

Comprehensive Lead & Customer Management

Equipped with sophisticated lead management tools and a multi-faceted customer management system, businesses can efficiently track and nurture leads.

Efficient Scheduling & Communication

A robust scheduling service facilitates the organisation of meetings, calls, and follow-ups, enhancing the efficiency of customer interaction.

Enhanced Security & Accessibility

Incorporating multi-factor authentication (MFA) ensures that every account access is securely authenticated, providing an additional layer of security for your customer data.

Affiliate & Partner Management

Manage and grow your affiliate and partner networks with tools designed for efficient collaboration and performance tracking

Dynamic Marketing Campaigns

Leverage integrated marketing campaign tools to create, manage, and track marketing efforts across various channels. These capabilities allow for targeted and effective customer outreach, enhancing brand visibility and engagement.

Strategic Integrations

Through strategic partnerships and integrations with services like postcode validation, SMS communication, marketing platforms, and in-app notifications, businesses can ensure a cohesive and interactive customer experience.

Why Use Us?

Streamlined Integration

Simplify financial integrations with a modular platform that accelerates setup, allowing you to launch financial products swiftly and efficiently.

AML Compliance Tools

Ensure adherence to regulations with advanced compliance features, including real-time monitoring and AI-driven risk assessments, reducing the risk of non-compliance.

Flexible Accounts

Manage multi-currency accounts and wallets with ease, offering configurable pricing plans and customizable fund movement workflows to suit diverse client needs.

Robust Security

Protect sensitive data with multi-factor authentication, encryption, and real-time security protocols designed to safeguard all financial transactions

Build Customer Relations

Utilise built-in CRM capabilities for better customer engagement through targeted marketing campaigns and efficient lead management systems.

Real-Time Reconciliation

Achieve flawless financial accuracy with real-time reconciliation that ensures all accounts are consistently aligned and discrepancies are immediately addressed.

Cost Effective

Reduce operational costs with an all-in-one platform that eliminates the need for multiple third-party services and streamlines payment processing.

Grow Faster

Accelerate your growth with our improved digital infrastructure and tailored support. Enjoy plug-and-play cloud services, customised to fit your specific risk profile and scaling needs.

Get In Touch.

Connect with us to schedule a personalised demo of Validat. See firsthand how our fintech platform can transform your business operations and accelerate your growth.