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The Ultimate Guide to Smart Corporate and Group 360 in Corporate Banking CRM


In the competitive world of corporate banking, staying ahead requires a deep understanding of your clients and their needs. A robust corporate banking CRM is essential for delivering personalized and efficient services. One of the standout features of advanced CRM systems like BUSINESSNEXT’s Corporate banking platform is the Smart Corporate and Group 360 view. This feature offers a comprehensive, real-time view of client relationships and interactions, enabling banks to maximize revenue opportunities and enhance customer satisfaction. In this article, we will explore how smart corporate and group 360 can transform your corporate banking operations.

What is Smart Corporate and Group 360?

Smart Corporate and Group 360 is a feature within corporate banking CRM systems designed to provide a holistic view of client relationships. It integrates data from various sources to create a unified customer data platform, offering insights into account, contact, and group intelligence in real-time. This powerful tool helps banks understand the complex structures of their corporate clients, including parent companies, subsidiaries, partners, vendors, and counter-parties.

Key Features of Smart Corporate and Group 360

Unified Customer Data Platform:

Real-time account, contact, and group intelligence from a unified customer data platform ensures that all client information is up-to-date and accessible. This integration allows for seamless data flow and comprehensive client profiles.

Hierarchical Grouping:

The group 360 feature provides a hierarchical grouping of accounts, subsidiaries, partners, vendors, counter-parties, and more. This structure helps banks visualize the relationships and interdependencies within corporate groups, making it easier to manage and analyze client data.

Network Deal Effect:

Increase revenue opportunities through the network deal effect. By understanding the connections within a corporate group, banks can identify cross-selling and upselling opportunities, leading to increased revenue and deeper client engagement.

Comprehensive Interaction Insights:

Gain a comprehensive understanding of interactions, sentiment analysis, financial analysis, and communication patterns. This holistic view allows banks to tailor their services to meet the specific needs and preferences of each client.

Actionable Insights from Newsfeeds:

Extract actionable insights in real-time from newsfeeds to inform decision-making. Stay ahead of market trends and client developments with timely information that supports strategic planning and client management.

AI-Powered Selling Tools:

Sell better with Gen AI-powered summary, next best actions, and suggestions. These advanced tools help relationship managers prioritize tasks, optimize sales strategies, and enhance client interactions.

Benefits of Smart Corporate and Group 360

Enhanced Client Insights:

With a unified view of all client data, banks can gain deeper insights into client needs and behaviors. This information is crucial for developing personalized banking solutions that drive client satisfaction and loyalty.

Improved Relationship Management:

By understanding the complex structures and interactions within corporate groups, banks can foster stronger relationships with key stakeholders. This holistic approach ensures that all client interactions are meaningful and aligned with their business objectives.

Increased Operational Efficiency:

Real-time data synchronization and automated workflows reduce the time and effort required to manage client relationships. This efficiency allows relationship managers to focus on high-value tasks that contribute to business growth.

Better Decision-Making:

Actionable insights derived from comprehensive client data and real-time newsfeeds enable banks to make informed decisions. This strategic advantage helps banks stay ahead of the competition and capitalize on emerging opportunities.

Maximized Revenue Opportunities:

The network deal effect and AI-powered selling tools enable banks to identify and leverage cross-selling and upselling opportunities. This proactive approach drives revenue growth and strengthens client relationships.

How BUSINESSNEXT’s Smart Corporate and Group 360 Transforms Corporate Banking

BUSINESSNEXT’s corporate banking platform offers a state-of-the-art smart corporate and group 360 feature that revolutionizes how banks manage their corporate clients. Here’s how:

Real-Time Intelligence:

Access real-time intelligence on accounts, contacts, and groups from a unified platform. This feature ensures that relationship managers have the most current information at their fingertips, enabling timely and relevant client interactions.

Hierarchical Group Views:

Visualize the hierarchical structure of corporate clients, including subsidiaries, partners, vendors, and counter-parties. This comprehensive view simplifies the management of complex client relationships and enhances strategic planning.

Network Deal Insights:

Leverage the network deal effect to uncover new revenue opportunities within corporate groups. By understanding the interconnectedness of accounts, banks can develop targeted sales strategies that drive growth.

Advanced Interaction Analysis:

Gain insights into client interactions, sentiment, financial performance, and communication patterns. This detailed analysis helps banks tailor their services to meet the unique needs of each client.

Real-Time Newsfeeds:

Stay informed with real-time newsfeeds that provide actionable insights. This feature enables banks to respond quickly to market changes and client developments, maintaining a competitive edge.

AI-Powered Recommendations:

Enhance sales performance with AI-powered summaries, next best actions, and suggestions. These tools help relationship managers prioritize their efforts and optimize their sales strategies.


In the fast-paced world of corporate banking, having a comprehensive, real-time view of client relationships is essential. The smart corporate and group 360 feature in BUSINESSNEXT’s Corporate banking CRM offers a powerful solution to this need. By integrating client data from multiple sources and providing actionable insights, this feature helps banks enhance client satisfaction, improve relationship management, and drive revenue growth. Embrace the power of Smart Corporate and Group 360 to stay ahead in the competitive corporate banking landscape.

By focusing on the key features and benefits of smart corporate and group 360, banks can optimize their CRM strategies and deliver exceptional value to their corporate clients. Invest in a robust Corporate banking CRM system like BUSINESSNEXT to transform your banking operations and achieve lasting success.

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