Risk Advisory Platform
Emformx
EmformX solution offers relationship bankers cloud based digital product advisory across all the corporate clients’ holdings, corporate loans, foreign exchange, FX and interest rate hedges, with the bank and with other banks, by real time position valuation, risk, simulations, and product suggestions. It resolves digital upsell and client attrition issues from today’s slow and costly physical advisory.
Today's challenges show that traditional physical coverage models can't deliver the upsell results banks are expecting in a competitive environment. Additionally, corporate clients competing in a digital reality are expecting holistic and tailored solutions, seamless self-service with assisted solution delivery at the speed of the business. This raises the importance of timely exposure and instrument information as client’s needs and sophistication are driven by increasing amount of data available. Banks are facing challenges how to simplify clients banking tasks and transform the speed to benefit from identifying to fulfilling banking needs, every time when the business or markets change.
Higher client retention through digital coverage
Cloud advisory service environment for relationship banker with multibank positions, requires forecasting & product suggestions to recover sales/relationship managers effectiveness. New inside sales capabilities to lower client coverage cost and make feasible, to also upsell clients that would otherwise be unprofitable or neglected.
Cloud solution for both advisors & corporates to break underinvestment cycle
Fast go-to market via pre-integrated Finastra FusionFabric.cloud instrument data, scalable cloud service environment with a client self-service option and end-to end data integration capabilities. Once coverage teams and clients are aligned around a new service, bankers are capable of developing potential for the right loan, FX and interest rate hedge offerings via digital route, at a fraction of previous time and cost.
Flexible deployment options to maximize data synergy
From sample trade ideas to basic holdings with bank & bank-only advisory, to fully integrated, multi-bank positions and corporate self-service. Additional cloud integrations supporting real-time need identification from underlying client data. The banker in turn understands client banking patterns faster, transforming the speed from identifying to deal fulfillment to a new level.
General information
How it works
Uniting loans and derivative instruments information
Timely client exposure views achieved by aggregating and syncing product information across bank and banks corporate client's datasetsAssisting new advisory efforts via cloud
Hybrid advisory scenarios based on bank and client instrument data, generate and nurture product alternatives digitallyPutting the client at the centre of the service
Client app enabling corporate clients of any size better financial risk management, ability to share instrument data and buying ideas with the banker, on cloud.
How it looks
Client's portfolio overview
Multibank deal visibility combined with actionable KPI-s and insights Show lessDashboard
Real-time multi-level, client rep/team/business unit, views to steer digital advisory opportunities Show lessExisting and new deal analysis
Run hybrid advisory scenarios based on existing or planned bank and client instrument data. Show lessDeal and portfolio level visualizations
Visualize outcomes and highlight action items during a digital advisory session Show lessEnterprise clients portal access
enabling corporate clients better financial risk management, on cloud. Sync data with enterprise systems. Corporates share trade needs and ideas with the banker. Show less
Client's portfolio overview
Multibank deal visibility combined with actionable KPI-s and insights
Large german corporate bank
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