Multi-Level Support
Structured assistance across common client, account, platform and operational questions.
- Tiered service queues
- Case ownership and SLAs
- Client communication history
- Technical escalation
Every case recorded.
Every escalation clear.
Renathix helps brokers operate structured client support, complaints and compliance workflows with consistent records, response targets and management visibility.
A connected service and control environment.
Renix Core CRM brings client history, cases, documents, tasks and communication together while specialist teams manage configured operational workflows.
Complaint Case Management
Consistent intake, categorisation, investigation support and authorised escalation.
- Complaint registration
- Evidence and communication records
- Response deadline tracking
- Compliance escalation
Operational Review Support
Configured queues and records supporting authorised compliance teams and policies.
- KYC review support
- Document and evidence queues
- Policy-driven tasks
- Approval checkpoints
Service Quality & Reporting
Visibility into volumes, response performance, repeated issues and operating trends.
- SLA dashboards
- Case quality reviews
- Root-cause trends
- Management reporting
Governance: Renathix provides technology and managed workflow support. Final compliance decisions, regulatory reporting and authorised complaint outcomes remain with the broker’s appointed and qualified personnel.
One complete record
Cases, documents, communications and actions connected to the client profile.
Clear ownership
Defined queues, deadlines, permissions and escalation responsibilities.
Operational insight
Reporting that identifies service gaps, recurring issues and workflow opportunities.
BUILD A BETTER SERVICE MODEL
Connect support, complaints and compliance workflows.
Tell us your case volumes, channels and current systems.
Speak with our team ↗