Learn how the world’s leading banks rely on BoardEx to automate contact management and relationship intelligence so that they can increase employee productivity and accelerate growth.
Unlock business growth
Drive higher quality data
Increase employee productivity
Eliminates administrative CRM processes to help save employees time, boost productivity and drive greater adoption of CRM.
We provide more than a CRM solution. No matter your organizational structure, strategy, mandate, or balance sheet size, BoardEx’s cloud-based software creates a single source of truth for your firm’s people intelligence.
across 1.9M+ organizations
and the companies they lead
with tracked investments
We’ve compiled a list of questions that customers ask us the most about BoardEx. If you’re unable to find the answer you are looking for, please contact us at firstname.lastname@example.org and we will be happy to help.