Increase the access and retention of the bank’s knowledge about its client
relationships
| Client |
European Cash Management Bank |
| Sector |
Transaction Banking |
| Solution |
Client Management Methodology and Software Application |
Brief
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.
Solution
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.
Results
- 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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