Active bank relationship management means, that you know more about your relation than the bank does. Enjoy!
If you don’t have time to monitor your bank fees yourself, you can now also outsource it. Let us analyse your statements and save you up to 25%. Furthermore the Outsourced Bank Fee Monitoring will help you to identify unknown accounts, get to know all your payment processes in detail and compare the rates charged by your various banks with each other.
Switch any communication with banks to electronic formats. This will take some time but will pay off in the long run.
Who gets how much, who is taking risk, and engages in risk-free business? A cornerstone of fair bank relationship management.
Most relevant bank data already exist in some systems. Create a place where all this data can be collected automatically using smart interfaces.
Simple, fast and flexible reports allow you to delve down into a relationship and compare different banks with one another.
Preparing for a bank meeting should be possible at the click of a button. Including all the banks data but also comparisons with other banks.
Document any interaction with the bank. This will come in handy for follow-up meetings.