The Axioma service allows the integration of client and institution data into the CRM system based on specific countries, regions, institution types, and client positions. After adding the export information, this list of clients and institutions will be available to users who have access to the data.
In the Admin Tool section, do the following:
Go to the Integration section and choose Axioma DB.
Click the button Request data from Axioma DB.
In the Package configuration form:
Select the country for which the upload will be conducted.
Specify the language for the upload.
Specify the regions for the upload.
Specify the institution types for the upload.
Optionally, you can filter the information by client positions.
Note:
After selecting all filters, the top block will display the number of clients and institutions. Clicking on the information icon (ⓘ) will provide more detailed information for the selected tab.
Click the Send Request button. As a result, information about the export package will be available on the main Axioma page. Here, you can review the general upload information and the current status of each package.