Digital Customer Interaction
for Corporate Treasury Sales
Empowering corporate treasury sales (CTS) through digital customer experience and digital operational excellence.
Digital operations and services are raising the competitive bar in every banking business area. To capture the opportunity, CTS specialists should embrace a new operating model that dramatically improves the digital customer experience. We enhance your customers’ digital experience and create frontline empowerment of your sales specialists. Our modular software solutions and bespoke consulting capabilities make either fully digital and automated self-services or digitally enabled services and improved human interactions for your CTS business possible. Here is how.
Software Solutions &
Our building blocks for efficient corporate treasury sales progression.
Providing the entire CTS value chain with automation.
Creating a sales cockpit that boosts distribution ideas.
Pinpoint the four playing fields, then choose one or all three digital modules.
Define a use case of digital and human intervention
to be combined as needed for each setting.
Select a single or all of our modular digital solutions
(stand-alone or integrated in existing IT).
Digital solutions touch routine processes, advice on product suitability and presentation to the customer.
- Easily customizable to national and international regulatory norms
- For client-only, relationship manager and CTS specialist application
Our Modules for
Corporate Treasury Sales
Module 1 for routine process automation
Your customer or your sales specialist navigates through the digitally enhanced questionnaire process.
All retrieved information is centrally stored and put out ready for CTS at any time.
Enhance your customers’ digital experience and save time
to focus on crucial sales tasks.
Module 2 for advice on product suitability
Selecting the right product for the customer from the extensive product catalogue requires a coherent process.
Successively narrow down towards the final product selection based on a central mapping of the product catalogue with all decisions made along the sales process. Opt in for indicative product pricing by LPA.
Module 3 for digital presentation appearance
LPADoc and Digital Advisory enable a digital treasury experience while streamlining the execution of your core CTS business activities.
Digital Advisory presentation including:
real-time scenario calculation, interactive benchmarks, ad-hoc document generation, explainer videos, on demand pricing, pitch book builder
Responsive & enhanced digital product presentations create comprehensibility even for complex products.