eligamo is a modular software-as-a-service platform for banks, developed in Switzerland by eligamo AG in Zurich. It covers client lifecycle management, client advisory management for advisory meetings, market development with a CRM, and document management with scanner integration, digital signature and archiving. The CRM provides an advisor desk with a 360-degree view of leads, prospects and clients, pipeline management and campaigns. The platform is built on a microservice architecture with a business process engine and can be integrated into the bank's existing system landscape, including core banking systems.
eligamo AG is headquartered in Zurich, Switzerland; the website names no parent company. Switzerland is not an EU member but is an EFTA country, and the European Commission has confirmed that Swiss data protection law is adequate. The provider does not state where customer data is hosted, so ask the vendor about data location, subprocessors and the processing agreement, as client and advisory records at banks are highly sensitive. The solution is delivered as a service; no self-hosting option is described.