Banking relationship managers (RM) are the face of a bank and the key point of contact for their clients; therefore, empowering them is key to maintaining customer loyalty and increasing the share of the wallet.
Through the combined efforts of Synechron, Squirro and the client, the teams came together to deliver a Minimum Viable Product (MVP).
This provided front-line sales with curated client insights extracted from internal and external unstructured data to unlock new opportunities.
Empowering banking relationship managers (RM) by delivering a MVP that provided front-line sales with curated client insights extracted from internal and external unstructured data to unlock new opportunities.
Being the face of the banking ecosystem, the RMs are the key point of contact for clients. Therefore, Synechron in collaboration with Squirro developed a one-stop-shop for RMs and Sales to access all insights and recommendations around their client's universe.