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Related Case Studies
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Relationships are the cornerstone of banking. Yet managing relationships is a subtle game of balance. Recognizing the appropriate level of service based on a client’s value to the bank helps assure consistency across all points of contact. Sharing client knowledge is also important to maintain that a client is "asked once, and only once". By doing so, you bring your entire team together and communicate a message to your clients that the right hand knows what the left hand is doing. |
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Our relationship management solutions manage client, product and service knowledge within and across departments. They
were built by bankers for bankers. OnePoint OnePoint is a proven departmental relationship management solution that has helped banks succeed in creating an electronic “credit file” for each client relationship. By integrating all commercial lending processes, OnePoint assures that everyone servicing the client, from calling officers to financial analysts and loan administrators, are working off the same base of client information. Baker Hill Advisor Baker Hill Advisor takes the electronic credit file to the next level, creating a cross-departmental electronic “client file” that can feed client, product and service information directly into Baker Hill's origination solutions. Baker Hill Advisor allows each line of business to remain accountable to its own goals by supporting departmental processes, information needs and strategies unique to each department. Banks are learning that each client interaction needs to build upon client knowledge, not start it over. Baker Hill Advisor securely manages all client information across all lines of business in a secure, browser-based infrastructure that supports widespread use over your intranet or the Internet. |
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