Overview of Private Bank Workflow

Private Client ➞

Private Client ➞

Relationship Manager ➞

Relationship Manager ➞

Execution Trader ➞

Execution Trader ➞

Marketplace

Marketplace

 

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

Client Servicing tool

Client Blotters

Watchlists

Bond Search and Analysis

Messaging System

Trade Recommendations