Designed to help bankers model complex relationships, our robust Client Relationship Modelling feature takes data analysis to the next level. Key use cases include: modelling referrals, legal relationships, financial relationships, business relationships, related parties, companies, subsidiaries, and other banker-defined groups. To provide added flexibility, we support both hierarchical and ad hoc groupings such as associations or professional affiliations.
This functionality can also allow bankers to assign an unlimited number of parent-child and other relationships (e.g. spouses, joint account owners, a client and accountant, a company and its directors) What’s more – it can support modeling one-to-one, one-to-many, many-to-many, and many-to-one relationships.
Client Relationship Modelling allows bankers to:
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