Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality
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 modelling one-to-one, one-to-many, many-to-many, and many-to-one relationships.
Let Bankers Put More Focus on Managing Clients
Client Relationship Modelling allows bankers to:
- View and manage financial products and financial services purchased, accounts, holdings, and related transactions for each client or company
- Aggregate data in real-time within a Comprehensive Customer View, offering a complete view of the client’s total value and rolling up account information along defined hierarchies
- Generate reports at any level of the Client Relationship Model
The Value that Our Client Relationship Modelling Feature Provides You
- Make intelligent, data-driven decisions around complex relationships
And that’s not all!