Transaction banking is the process of money transfer, typically for corporates by banks. It includes commercial banking products, domestic and cross-border payments, professional risk mitigation for international trade and the provision of trust, agency, depository, custody and related services.
DRIVERS MONITOR /
Monitor the performance of the main banking KPIs, for your relationships manager network, segments and geography managers, and product heads. Update the growth needs any time during the year and reset all metrics assumptions
BUDGET CONTROL /
Budget and Strategic Plan
Forecast the performance of the banking business, from most important drivers and see how your deposits, loans, # of customers, transactions from the bank will look like the following 1 up to 5 years. The system applies a transfer pricing forecast algorithm, and calculates future revenues as a result from deposits/assets forecast.
SALESFORCE METRICS /
Measure the revenues that’s are not being realized from you win deals, and detect in which banks your clients are concentrating their funds.
Based on the flows estimations of payments and collection, our solutions allow the relationship managers access a standardized simulator of future revenues and profitability of cash management and lending deal.