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