Digital operations and services are raising the competitive bar in every banking business area. To take advantage of 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 provide the basis for either fully digital and automated self-services or digitally enabled services and improved human interactions for your CTS business (see also our CTS Suite Captano).
Our building blocks for efficient corporate treasury sales progression.
Automating the entire CTS value chain.
Creating a sales cockpit that boosts distribution ideas.
Define a use case for digital and human intervention to be combined as required for each setting.
|Retail client||Professional client|
Select a single or all of our modular digital solutions (standalone 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
Leave time-consuming and mundane administration steps to our technology
Your customer or your sales specialist navigates through the digitally enhanced questionnaire process.
All retrieved information is centrally stored and made available for CTS at any time.
Enhance your customers´ digital experience and save time to focus on crucial sales tasks.
Ensure a consistent and paramount standard of CTS advice across the bank
Selecting the right product for the customer from the extensive product catalog requires a coherent process.
Successively narrow down toward the final product selection based on a central mapping of the product catalog with all decisions made along the sales process. Opt in for indicative pricing by LPA.
Omni-channel digital CTS delivery models build upon three factors.
Personalize the service and advice
Real time adjustment of product proposal
Automatically pool client data from across the bank
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.