Digital Client Interaction

Empowering through digital customer experience 


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).

Software Solutions & Consulting Services

Our building blocks for efficient corporate treasury sales progression.

Software solutions

Automating the entire CTS value chain.
Creating a sales cockpit that boosts distribution ideas.

Consulting services

  • Strategy including wallet sizing and business case analysis
  • Advisory levering CTS revenues by supporting sales processes
  • Success-based deal sourcing and deal closing for CTS
  • Customized solutions with regard to MiFID II, PRIIP KIDs
  • Derivatives pricing and xVA calculations
  • IBOR transition guidance

Digital Customer Interaction

Pinpoint the four playing fields, then choose one or all three digital modules

Define a use case for digital and human intervention to be combined as required for each setting.

  Retail client Professional client
Advisory business
  • Leverage sales know-how and ensure compliance
  • Data enrichment for advisory process
  • Leverage sales know-how
  • Strong technical expertise with focus on creating value for client
Non-advisory business
  • Web-based direct-to-clients platform
  • Interactive self-help guides
  • Product navigator & configurator
  • Interactive product pricing

Choose one or all three digital modules

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

Module 1

Routine process automation

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.

Module 2

Robo-advice on product suitability

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.

Module 3

Digital presentation appearance

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.

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