Queries
Client requests, from RM to back office and back.
Fund transfers, mandate changes, forms, reports — every request has an owner, a status and a closing remark everyone can see. No more chasing in WhatsApp groups.
Real Spire screens with sample data
Raise it in seconds
An RM picks the client, the request type and the person or team — from their phone, in the middle of a client call.
Many clients, one query
Raise one query for several clients, and the back office ticks each one off as it's done.
Routing that fits your office
Send to a named person, let the back-office team claim work, or rotate it automatically between them.
Everyone sees where it stands
Open, in progress or closed — with a thread for questions and a required closing remark, so the RM can update the client.
Instant notifications
The right person is notified the moment a query is assigned or accepted. No emails between colleagues.
On the client's record
Every query appears on the client's timeline, so the next review knows what was requested and what was done.
Export when you need it
Download your queries as a CSV file for your own tracking and reviews.
Also in Spire