Enterprise-grade compliance, CRM, and AI growth tools — sized and priced for businesses with 5–100 employees. Replace 6 fragmented SaaS tools with one governed platform. Go live in days, not months.
CRM in one tool, AML in a spreadsheet, sensitive documents in Dropbox, and client work scattered across email and sheets. $1,000+/month combined — with none of them talking to each other.
SMBs face the same AML obligations as large firms — but without a dedicated compliance team. Spreadsheet KYC is the norm. The regulator won't accept that.
Salesforce, SAP, or large compliance platforms are built for 500+ person organisations with dedicated IT teams. Not for a 15-person regulated firm.
operators and partners spend hours weekly on tasks that should be automated: re-entering client data, chasing late payments, filing compliance records.
New business development depends entirely on individual effort and referrals. No scalable, systematic, compliance-aware outreach engine.
Sensitive client data in shared Dropbox folders, email attachments, and USB drives. A data breach — or a GDPR audit — would be damaging.
HubSecure automates the KYC and AML workflows that regulated SMBs must perform — sanctions screening, risk scoring, ongoing monitoring — so your team can focus on delivery.
Simple, fast, and governed. Track clients, deals, and communications without the 6-month Salesforce implementation. AML status visible on every record.
Encrypted document storage with access logging, e-signatures, and expiring share links. GDPR-compliant. No more sensitive files in email threads or shared drives.
Create follow-up tasks, secure document requests and service actions from CRM deal records. Track, sign and follow up in one place.
A simple service desk with client portal. Every ticket linked to the CRM record. Clients get visibility. Your team gets context. Everyone saves time.
Growth Engine helps identify matching prospects, keep outreach history in CRM, and qualify opportunities without hiring a larger sales team.
KYC, sanctions screening, risk scoring, and ongoing monitoring — automated for teams without a dedicated compliance officer.
Simple, governed client and deal management. Up and running in a day, not months. AML inline from day one.
Encrypted document storage with e-signature to replace Dropbox and email attachments. GDPR-compliant access logging included.
Operational tracking, registers and follow-up work connected to CRM records and Vault files.
Client portal and ticketing system. Linked to CRM for context. SLA tracking built in — no IT department required.
AI-assisted campaigns, contact segmentation and compliant outreach history connected to CRM.
Book a demo. We'll show you how to replace your current tool stack — including AML, CRM, Vault, Sheets, Tasks and Growth Engine — one platform, priced for your size.
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