Client Reporting And Performance Management Portal For Bank Relationship Managers
Client Reporting And Performance Management Portal For Bank Relationship Managers
4 Pages© 2014 InfoCepts. All Rights Reserved. 1 Client Reporting and Performance Management Portal for Bank Relationship Managers A global financial institution’s client coverage group needed an efficient, automated system to use to view, onboard, and manage their clients and all related data. InfoCepts developed an award- winning one-stop portal that enables managers to monitor key performance indicators, instead of relying on Excel-based rep
