Relationship Profitability
Understand and optimize each client’s contribution to shareholder value.
- Includes all bank products & transactions
- Reconciles to your GL
- Configurable calculations to match Bank methods
- Built at account level to aggregate in many ways
- Opportunity Analysis
Relationship Pricing
Ensure both clients and shareholders receive value from the relationship.
- Relationship Pricing Tool
- TM Pricing Tool
- Market Pricing
- Pricing Approval Process
- Pricing Review
- Stack Ranked Pricing Performance by Banker
- Opportunity Analysis
Client Management
Provide market teams with data and tools to understand and enhance client relationships.
- Holistic Client View
- Intelligence to Deepen Relationships
- Drive Primary Relationships
- Relationship Reviews
- Behavior Segmentation
- Supports Cross LOB Teams
Sales Management
Lead and coach your market teams with combined information and focused reporting.
- Automatically Combine Pipelines
- Manage & Coach Sales Activities
- Facilitate Referrals
- Simplify Sales Reporting
- Intelligence to empower coaching
Performance Management
Optimize market teams by using accurate, focused information to measure, inspect, and coach.
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Provide Stack Ranking
- Pricing
- Relationship Depth
- Treasury Management
- Portfolio Performance
- Incorporate performance targets/goals by role
- Intelligence to optimize banking teams and markets
Banker Incentive
Align banker reward with shareholder return with automated, reconciled, easy to use information.
- Utilizes profitability information to align with shareholder value
- Automatically updated from core data
- Delivered in interactive scorecards drillable to client information
- Supports all Lines of Business
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