To achieve active bank relationship management, a number of challenges need to be mastered. The most important ones are shown below – take a look.

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Dispel the fog

Active bank relationship management means, that you know more about your relation than the bank does. Enjoy!

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Save money

Monitoring your bank fees will save you 10% on cash management fees. An excellent start into bank relationship management.  Checks  on interest calculations, guarantee fees and financing fees are the next step.

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Optimise processes

Switch any communication with banks to electronic formats. This will take some time but will pay off in the long run.

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Who gets how much, who is taking risk, and engages in risk-free business? A cornerstone of fair bank relationship management.

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Most relevant bank data already exist in some systems. Create a place where all this data can be collected automatically using smart interfaces.

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Simple, fast and flexible reports allow you to delve down into a relationship and compare different banks with one another.

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Prepare for bank meetings

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.

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Document bank meetings

Document any interaction with the bank. This will come in handy for follow-up meetings.

Anything missing?

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    We provide solutions that make your bank relations as transparent as a glass of spring water. Take a look at the benefits our clients enjoy using our solutions.

    Deutsche Post DHL Group

    Automated checking of bank fees at the world’s leading mail and logistics Group active in over 220 countries world wide…

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    Siemens AG BRM

    Keeping an eye on banks – managing and monitoring bank charges.

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