Relationship Manager & Automation
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 Blotters
Watchlists
Bond Search and Analysis
Messaging System
Trade Recommendations
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.
