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CapitalBaseCapitalBase Contact: Michael E. Smith
CapitalBase is a financial services software company that provides a holistic sales and service platform for banks, like yours, that supports all of your unique lines of business. From full CRM capability, to robust referral management, retail sales & service triggers, business bank relationship action planning, all the way to heavy wealth management compliance workflows, CapitalBase can help you streamline your entire organization and drive revenue growth. Even if you already have existing systems in place, modules of CapitalBase can be customized and integrated smoothly into your existing environment.