Relationship Management

---

Elements are built from the ground up to manage the kinds of complex personal, family and institutional relationship-structures we face in our industry.  Surrounding this design are best practice, time-efficient tools and resources that have been designed by Wealth Management peer-professionals -- which are further designed for tailoring to your specific processes.  Information interfaces to core application systems, MCIF and data warehouses support an array of relationship management capabilities.

Engineering and best-practice tools enable excellence with team-served clients and multi-product-silo clients, including Private Bank relationships and Business relationships.

Available also is incorporation of profitability metrics on the relationship, account or contact (including the contact’s ability to influence future revenues based on their account-level capacity & control) and other enterprise data like loans and deposits.

Key Business Functions & Features

• 360 Degree View of the Entire Relationship

• Revenue and Profit Analysis

• Ability to Manage Multiple Sub-Relationships

• Call History and Correspondence Shared Archive

• Segmentation, Retention and Scorecard Automation