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Home » Transaction Banking » What it takes to be principal bank
 
 
 
 
 
 
 
 
 
 
 
   
 
 

What it takes to be principal bank

 
 

It is hard work to persuade a corporation to switch to you, and more to attain the status of one of its – or maybe even its only – principal bankers.  And then you have to protect that position to remain so. 

Winning RFPs and retaining existing clients depends on many factors, but to gain the trust and yet compete on execution requires:

  • Solution flexibility: Being able to provide solutions that are unique to your bank, unique to the corporation’s sector and organisation, unique to that corporation – and maybe even unique to one of the corporation’s subsidiaries.
  • Operational excellence: Superb STP for rapid execution simply initiated with strong risk management, each time, every time.
  • Added value: Rich information and analytics in real time for better decisions to execute the next transactions: making the FD seem – no, be – smarter in the boardroom.
  • Success oriented: Demonstrating the ability to improve the potential for the corporation to make money.
 
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Importance of
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The Corporate
Core Value Chain
What it takes to be
Principal Bank
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