Give every relationship manager their book, in one workspace
Assign customers to relationship managers and give each one a portfolio workspace — who needs attention today, which cases are open, what was promised, and how the book is performing.
Capabilities
What Relationship Management gives you
Assignment & coverage
Customers are assigned to a primary relationship manager, with coverage for leave and handover so no one goes unattended.
Portfolio workspace
One place for the book — health, open cases, tasks due, meetings and the customers who need a touch.
Engagements
Meetings, calls and follow-up tasks are recorded against the customer, so the relationship has a history, not a memory.
Business development
Referrals and cross-sell opportunities are raised as tracked cases and followed through like any other work.
Health & attention
Health scores and neglect signals surface the customers slipping quietly out of contact.
Portfolio analytics
Health distribution, assignment churn, cases created and resolved, engagements held — by manager and by branch.
How it works
From first touch to resolved
- 1
Assign
Customers are allocated to relationship managers, with coverage arrangements in place.
- 2
Work the book
The workspace shows what needs attention today across the whole portfolio.
- 3
Engage
Meetings, calls and tasks are logged against the customer record.
- 4
Measure
Portfolio analytics show how the book is performing, manager by manager.
Included
Everything in the module
- Primary relationship-manager assignment
- Coverage and handover arrangements
- Portfolio workspace with attention list
- Meetings, calls and task tracking
- Referral and cross-sell capture as cases
- Relationship health scoring
- Neglected-customer detection
- Household grouping
- Portfolio analytics by manager and branch
- Built on the shared Customer 360 record
See Relationship Management on your data
A 30-minute tailored walkthrough with our team — no commitment.