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.


Automation options available: