How can we help to automate painful processes?
Full audit trail of client, sales and trading activity to help minimise basic mistakes and perform error-tracking and logging.
How to Remain Connected and Drive Revenue?
A web-based portal to allow relationship managers and their assistants to monitor their client trade flows, chat and distribute ideas, news, recommendations, all within a self-contained ecosystem within the bank's own infrastructure.
Relationship Manager's workstation features
Bond Search and Analysis