Customer 360, onboarding & service

Sarrafy CRM

Individual and corporate customer 360 — KYC onboarding, beneficiaries, segmentation, HNI handling and a CBUAE-SLA service desk.

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Customer Service Copilot

What it does

Built for the real job, not a generic bolt-on.

Individual + corporate KYC onboarding with approval queue

Customer 360 — transactions, documents, beneficiaries, risk

HNI classification & relationship-manager assignment

Complaints & service desk with CBUAE SLA timers

Ships with the Customer Service Copilot

A role-specialised AI copilot scoped to this product — purpose-built tools, domain prompts and inline UAE compliance citations. Not one generic chatbot bolted across everything.

Built for the UAE rulebook

Integrated from source — the regulations that govern this product, mapped in, not bolted on.

CBUAE KYC / CDDPDPL — subject rightsConsumer Protection RegulationFTA TRN capture

Part of the all-in-one platform

Sarrafy CRM runs standalone — or as one module of the Sarrafy Platform.

Adopt it alongside your existing core, or unify all nine products under one tenant, one identity chain and one audit chain — plus the bilingual customer portal. No swivel-chair between vendors.

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Built in the UAE for the UAE

Put Sarrafy CRM to work in your branches.

Book a guided walkthrough mapped to your data — or talk to us about the all-in-one platform.

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