Relationship Managers’
Workstation
- Aids the Banks Relationship Manager in cross
sell and upsell activities by providing consolidated
and relevant information on line
Key
Product Feature
Integrated gateway to all relevant information
and action by RMs- Customer data, Revenue
Data, Asset Under Management, Alerts,
Order Placement
Self and Team performance dashboard
Sophisticated performance monitoring
and analytics
Scalable architecture
Online connectivity with data feeds
Integrated with multiple information
(upto twelve) systems
Instant access to all information needed for
• Customer Interaction • Monitoring performance
of self & the team • taking decisions with
the help of multiple alerts
"
Unmatched functionality in any RM Workstation
"
Increases efficiency
of Relationship Manager/ Financial Advisor
by upto
30 percent
