A Business Relationship is Born:
Partners become Customers.

In a business relationship all partners are bound together by their various roles.
All interconnections between the parties involved are displayed.

 

 

 

 

 

 

 

 

 

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A business relationship is born the moment a partner becomes a contractual partner of the bank.  Work Frame Relations supports the opening process with an intelligent wizard that queries the context-specific information required and delivers it to the host for the opening.  Work Frame Relations also manages existing business relationships and supports processing - from continuous portfolio monitoring (Monitoring) through administration of relationships with other partners,  to the systematic development of the business relationship itself.

Manage Business Relations

Single view of the business relationship:  In Work Frame Relations the Relationship Manager can edit customers at any time (for instance:document customer contacts, maintain interests, etc.), even if it is still a potential customer or the opening is still in the approval phase.  The status of the business relationship is always visible.  

Work Frame Relations manages Partners and Business Relationships in Private Banking.