A business relationship is born the moment a partner becomes a contractual partner of the bank. The Innovations CRM supports the opening process with an intelligent wizard that queries the context-specific information required and delivers it to the host for the opening. The Innovations CRM 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.
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Single view of the business relationship: In the Innovations CRM 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.
The Innovations CRM manages partners and business relationships in private banking.
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