COIN Solutions and Advisory

At YTML, our COIN team of specialist has comprehensive knowledge and hands-on advice and technology experience that understands advice businesses. We specialise in providing expert COIN solutions to meet different business needs from the largest to the smaller boutique businesses. We can assist clients in designing and enhancing your COIN solution, to businesses who wish to take their COIN solution to the next level.

Our COIN Services

Design & Development Solutions

  • Interface design and administration
  • Field definition and conditioning
  • Style and theme setup
  • Wizards and Quickplans
  • Automated activity controls

Advice Document, Reporting & Workflows

  • Template coding
  • Client and management reporting
  • Task and thread templates
  • Benchmarking
  • Search and alert configuration

Site Administration & Support Services

  • User setup and access control
  • Troubleshooting advice and support
  • Datafeed administration
  • Upgrade testing
  • Training guides and learning tools

Integration & Implementation Services

  • Technical consulting
  • Data migration
  • System integration
  • Project planning
  • Documentation support
  • Technical support and training

To gain a competitive advantage and to experience the YTML difference, contact us. One of our specialists will contact you and happily provide information on how we can help you take your business to the next level.

Contact Us

What the clients say