Banks Sales & retention
Relationship managers with one view of each investor
How a bank gave relationship managers one investor record beside the core, with holdings, requests and conversations in the same place.
The starting point
A client has relationship managers selling investment products across its branches, with each investor's activity split between the core system, the trading platform and email.
What they needed
- See holdings, requests and conversations together
- Route tasks to the right manager
- Show the pipeline by branch
- Keep the core as the system of record
What FYNXT delivered
FYNXT brought it together in Financial CRM. Holdings, requests and conversations sit on one client record beside the core, tasks route to the right manager, and management sees the pipeline by branch.
What changed
- One investor record beside the core
- Tasks reach the right manager
- The pipeline is visible by branch
- Technology & operations
Online trading launched under the bank's own brand
Client experience · Digital Onboarding · Financial CRM · Payment OrchestrationRead the use case - Onboarding & compliance
Investment onboarding that reuses what the bank already knows
Digital Onboarding · Integrations marketplaceRead the use case - Portfolio & investment
Bond distribution moved from paper forms to one digital journey
Bonds & Fixed Income · Payment Orchestration · Financial CRMRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.