Designed to help business 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 and 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 enables business bankers to better identify and collaborate on cross-sell opportunities across regions.
Client Relationship Modelling allows business bankers to:
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