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European Cash Management Bank

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European Cash Management Bank
Increase the access and retention of the bank’s knowledge about its client relationships

European Cash Management Bank
Client European Cash Management Bank
Sector Transaction Banking
Solution Client Management Methodology and Software Application


A European cash management bank required a system to manage relationships with its key clients - multinational organizations requiring sophisticated electronic banking products, payment services, and liquidity management.

Required outcomes were to:

  • achieve a positive ROI for the bank during the first 12 months.

  • model the global business workflows.

  • deliver quickly, to support the rapid growth of the business.


The delivery team designed and implemented a client management system with the following functions:
  • Management of Client Service & Deal Teams.

  • Resource and capacity planning.

  • Deal management workflow.

  • Management reporting.


  • The assignment was completed within the agreed timeframes and budgets.

  • The system has been deployed to 18 countries and has improved the bank's access and retention of knowledge about its key client relationships.

  • The bank bases the compensation formula for its sales teams on the results and the data captured in the system.

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