Description: Automated and interactive client presentation, Treasury Management Proposal and Request for Proposal response (RFP) builder. Relationship managers and TM Officers will be able to create TM client presentations in just 5 minutes and a few mouse clicks. We bring business intelligence (BI), interactivity and automation to client presentations, proposals and the relationship management process.
Eliminate the manual intensive process when preparing Treasury Management presentations.
Automate and Optimize the Relationship Manager, and Treasury Management Officer’s function and process.
Perform financial analysis and financial management calculations with just a few mouse clicks.
Made specific for client-facing relationship managers, lenders and Treasury Management Officers.
Empower your business bankers with an innovative Financial Digital Transformation Solution.
Automate and bring to life client presentations, RFPs and TM Service Proposals.
An Infrastructure Optimization Solution for Next-Generation Banking.
Commercial relationship managers are able to create TM presentations without the input of TM Officers.
Reduce Treasury Management client presentation preparation life-cycle by approximately
32%
Increase Banker Productivity, and sales performance by approximately
15%
Reduce the banker’s manual intensive process by approximately
17%
Increase data analytics and financial digital transformation performance metric by approximately
11%
Our objective is to build a cross functional, fully integrated platform with built-in intelligence, advanced analytics and interactive digital banking solutions for the financial services industry.
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