Active Customer Relationships in Private Banking

Profitable relationships between customers and their financial services providers are based on transparency and the quality of advice provided. High quality, up-to-date information specific to the customer’s needs is created through advisor portals that are agreed upon in advance, and are based on the customer’s own strategy and the bank’s unique services.

Directed Process when Accounts are Opened

The relationship manager enjoys IT support from the moment the relationship begins. Intelligently directed processes create the basis for complete capture of customer data.

Active Relationships:  Know Your Customers and Their Networks

Every day, the relationship manager enjoys a quick overview provided by clearly structured dialogs, automatically generated consulting notes, and a graphical representation of customer relationships.  Active customer relationships include event management and customer feedback, as well as many other convenient features.

Strategic Planning and Ease of Management Reporting

Management Reporting is an important component of our Client Management solution. Having access at all times to consulting standards ensures that customer advisors and management are benefitting from an active relationship.