1. Create a Structure
Below illustrates a typical trust and company structure, digitally recreated in the Centenal CCM platform. Explore how to create a structure >
During the onboarding phase, a relationship manager is able to digitally “build” the proposed client structure, by use of a simple “drag- and-drop” function to choose and associate relevant icons. Explore how to create a structure >
Use of this function may be via a laptop, tablet or online through a dedicated client portal.