Financial Services Business Efficiency Tools
Commercial/Business Banking Suite
Commercial/Business Banking Suite
Our commercial clients benefit from the in-depth capability of the best-practices tools below used by line professionals. Our clients find that support of these impactful business functions separates their CapitalBase.com portal deployment from other solutions.
| Key Business Functions & Features |
| • RM/Specialist Team Coordination & Communication Tools |
| • Relationship Profitability Integration |
| • Relationship Action Plan |
| • Credit Quality Relationship Aggregation Views |
| • Company Financial Data with D&B Integration |
| • Key Contacts, Gatekeepers & Third-Party Management |
| • Segment Calling Standards / Team Scorecards |
| • Retail/Trust activities for Holistic View of Org/Execs |