Corporate Banking edition

Real-time account, contact and group intelligence from a unified customer data platform.

Group 360 gives you a hierarchical grouping of accounts, subsidiaries, partners, vendors, counter parties & more.

Increase revenue opportunities through network deal effect.

Configure forecast models and define dimensions, quotas, target, product, review and planning.

Leverage corporate banking CRM-powered prescriptive analytics that delivers recommended actions to close pipeline/quota gaps.

Build basic or advanced opportunity playbooks with a visual playbook designer.

Advanced corporate banking CRM-enabled playbooks across leads and opportunities, with role-based assigning of owners.

Schedule daily activities like sending emails, creating templates, send meeting invites & assign playbooks for specific opportunities.

Intelligent account planning with real time engagement scores, risk scores, contact score and create activities directly from channels.

Build self-learning predictive models for closure probability, deal insights and more.

Create adaptive prescriptive models that harness signals taken by users and corporate customers to deliver next best actions such as best content to share, campaign recommendations and more.

A corporate banking CRM to track and evaluate meetings scheduled by RMs.

Real-time view of lead conversion rates and hit rates with the Catalyst Performance Modeler

Next best actions with real time insights like product offer suggestion, creating new appointments & more.

Design custom tabular and matrix reports through the UI Report designer in a few clicks.

Conduct advanced analysis with custom calculations, and trend analysis for user-defined time periods with advanced data visualization options, such as heat maps, tree maps, bubble charts, or scatter plots.

Auto-generate, schedule, and trigger personalized reports based on roles and permissions via emails from a single report.

Smart corporate CRM-powered digital current account opening journeys with instant activation.

Enable instant funding options through integrations with multiple payment gateways.

Pattern based integrations with regulatory agencies, DWH, back office, core banking, compliant with GDPR, AML, KYC and other Government regulations.

Modify backgrounds and add validations on fields with a drag-and-drop designer.

Design screens for change-ready journeys on the fly.

Intuitively define data sources and custom actions.

Create and import borrowers with proper checker processes and validations, fully compliant with government regulations.

Configure processes to any industry, group entities, size and manage multiple countries.

Analyse different rating behaviour scenarios on different natures of borrowers incl. greenfield entities to operational entities.

Use a powerful business rule engine to design proprietary and unique rating models.

Enable automatic triggering of ratings based on custom criteria, for instance, external rating downgrade, financial spreads, etc.

Input risk rating parameters including financial ratios, industry risks, market risks, business risks and financial risks.

Easily upload financial data with smart, guided template suggestions.

25+ pre-built models, with the flexibility of creating custom models through zero code, rating designer with minimal training.

Quickly validate borrower data and download financials in excel.

Get better reporting structure with interim, and mid-journey reporting capabilities.

Complete rating process visibility with an end-to-end audit trail.

Easily configure complex mathematical computations for scenario simulations.

Execute stress tests against historical datasets and get warning signals early on.

Automatically execute model calculation logic for bulk rating execution against sub-portfolios based on specific criteria.