Finance
Client relationships, fully auditable
Automate onboarding and reviews with the audit trail, retention controls, and access rules your compliance team will sign off on.
No credit card required
- 56%
- Faster client onboarding
- 100%
- Interactions audited
- 33%
- Lower servicing cost
The problems we hear most
Recurring themes from teams in this space before they moved to Relnivo.
Onboarding takes weeks
Document collection and verification stall at every manual handover.
Compliance needs a full record
Every client interaction must be captured, retained, and retrievable.
Reviews slip quietly
Periodic reviews are easy to miss and expensive to explain afterwards.
How Relnivo helps
Built for finance
Automate onboarding and reviews with the audit trail, retention controls, and access rules your compliance team will sign off on.
- Guided onboarding
- Full audit trail
- Review scheduling
Capabilities
What you get out of the box
Guided onboarding
Document collection, verification, and approval as one tracked flow.
Full audit trail
Immutable logs of every interaction, exportable to your systems.
Review scheduling
Automated review cycles with escalation before a deadline passes.
Loved by customers
Real results. Real relationships.
See how Relnivo helps businesses grow every day.
“Relnivo has completely transformed the way we manage customer relationships. The unified inbox alone saved our team hours a week.”
Sara MohammadiMarketing Director, Digikala “The automation and AI features save us countless hours every week. Our response times dropped by more than half.”
Arash NejadCEO, Snapp! “We increased our sales by 30% within six months of switching to Relnivo, with a fraction of the manual work.”
Mina RahimiGrowth Lead, Modanisa
41%
Increase in revenue
32%
Cost reduction
98%
Would recommend