Partner Management

The Innovations CRM considers both potential or current clients, entities, intermediaries, lawyers, consultants, beneficial owners, and relationship and portfolio managers as partners. When a partner becomes a contractual partner of the bank, a business relationship is born.  

 

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Information on Selected Topics

Please indicate your area(s) of interest: 

Visual Rules
Customer Relationship Management in Financial Institutions
Compliance / Anti-Money Laundering
Market Abuse / Insider Trading
Credit Risk Rating / Credit Management
Credit Processing / Decisioning



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The Innovations CRM focuses on active customer management.