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Relationship Manager Cockpit

Leverage your competences and be customer-oriented

Build «your» cockpit exactly the way you want it, empowering yourself with a perfect overview and access to the right information.
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Benefits of Relationship Manager Cockpit

The expectations customers have towards their bank in terms of interaction possibilities are shifting. Customers of different segments expect a similar usability and degree of digital exchange they know from their private life or business context. In this situation, becoming relevant in the customers’ ecosystem is paramount. The customizable and collaborative platform allows exactly this: Shape and steer the journey and the interaction in a way that it creates value where it should.

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Maximize productive time

Technology follows function, in this case the RM’s journey and the expression of the banks’ services. The process step defines which structured data is shown, no need to search for data and transfer data from one application to another.

Be in control

All relevant information is available. The RM decides which workflow is started, checking alerts, tailoring proposals, and gaining intelligence from the data.

Focus on customers’ needs

Existing applications and data are used and integrated with the central piece of software. The RM interacts with his cockpit and steers customer business from there, allowing him to focus on his customers’ needs.

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«I am convinced that the RM Cockpit will substantially support our customer advisors in serving our customers even better.»

Read full client story

Gernot Schuh

Head of Front IT Services, VP Bank AG