Client Reporting and Performance Management Portal for Bank Relationship Managers

Client Reporting

For this customer, the Client Coverage Group of a Wholesale and Retail bank, we developed a one stop shop portal for their Relationship Managers – to view, onboard and manage clients and their data. Our team helped the customer migrate from Excel-based reporting that relied on multiple sources to an automated tool for client reporting and performance management. It provides actionable insights to Relationship Managers by monitoring key business KPIs. Our customer won a top award at the 2012 Asian Banking & Finance Wholesale Banking for this portal