Benefits | Relationship Manager
- isfinancial enables a quick and complete glance of all information relating to the customer from the point of view of the relationship manager
- isfinancial supports the individual responsible for the customer in structuring discussions and choosing appropriate products and documentation as early as the stages where customer advisory services and products are offered
- isfinancial optimizes front office considerations and promotes direct communication with the key account manager throughout the entire credit process
- isfinancial quickly and simply documents recognized potential business arising from talks with customers as well as sales successes without any media discontinuity
- isfinancial supports and eases professional marketing campaigns and provides effective monitoring of product due dates
- isfinancial aids in the production of comprehensive and functionally oriented customer profiles which lead to thorough and time-saving preparation for meetings and decision-making
Business Partner
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