Tools for Relationship Managers That Drive Real Growth

Tools for Relationship Managers That Drive Real Growth

Monitor client and market signals in real time, predict the events that matter, and turn them into actionable sales opportunities.

  • Identify the best opportunities across your client portfolio

  • Know exactly which clients to engage and when

  • Focus on the highest-value opportunities

Clario dashboard showing balance, daily spending limit, savings plans, and real-time expense tracking in a modern interface.
Clario dashboard showing balance, daily spending limit, savings plans, and real-time expense tracking in a modern interface.
Clario dashboard showing balance, daily spending limit, savings plans, and real-time expense tracking in a modern interface.

Day In The Life

Transform How Your Relationship
Managers Work Every Day 

Before
Relationship managers overloaded and under-supported

Before
Relationship managers overloaded and under-supported

Before
Relationship managers overloaded and under-supported

Manually scanning news and data

Relying on outdated, static data

Reactive client engagement

Unclear which clients to prioritise

Product Driven Campaigns

After
Transformed RM experience and productivity

After - Transformed RM Experience and productivity.

After - Transformed RM Experience and productivity.

Autonomous targeted event prediction, tailored to your clients

Real-time, future-facing company insights and industry benchmarks

Proactive client engagement

Clear, prioritised opportunities and next best actions

Client and industry needs-driven campaigns

You scale operations without scaling headcount

Workflow

How it Works

Monitor Signals and Predict events

Future market events tracked and predicted in real-time

Image
Image

Identify Opportunities

Relevant opportunities surfaced automatically

Guide Action

RMs receive clear next best actions and conversion support

Image
Image

Provide insights

RMs receive company insights and industry benchmarks to build needs-based campaigns

Workflow

How it Works

Monitor Signals and Predict events

Future market events tracked and predicted in real-time

Image
Image
Image
Image

Identify Opportunities

What this means for your client's business 

Guide Action

What your RM should do next 

Image
Image
Image
Image

Provide Insights

RMs receive company insights and industry benchmarks to build needs-based campaigns

Workflow

How it Works

Monitor Signals and Predict events

Future market events tracked and predicted in real-time

Image
Image
Image
Image

Identify Opportunities

Relevant opportunities surfaced automatically

Guide Action

RMs receive clear next best actions and conversion support

Image
Image
Image
Image

Provide insights

RMs receive company insights and industry benchmarks to build needs-based campaigns

Benefits

Built to Increase RM Productivity

Built to Increase RM Productivity

Built to Increase RM Productivity

Increase Revenue Per Banker

focus time on high-value opportunities

Improve Effectiveness

Engage clients with the right message at the right time

Be First
To Market

See and act on sales opportunities before your competitors

Build Better Client Relationships

have deeper, insight-led client discussions every day

Increase Revenue Per Banker

focus time on high-value opportunities

Improve Effectiveness

Engage clients with the right message at the right time

Be First to Market

See and act on sales opportunities before your competitors

Build Better Client Relationships

have deeper, insight-led client discussions every day

Workflow

How it Works

Monitor Signals and Predict events

Future market events tracked and predicted in real-time

Image
Image
Image
Image

Identify Opportunities

What this means for your client's business 

Guide Action

What your RM should do next 

Image
Image
Image
Image

Provide Insights

RMs receive company insights and industry benchmarks to build needs-based campaigns

Differentiation

Differentiation

Predictive Intelligence for Corporate Banking -
 A New Category of Banking Platform

Predictive Intelligence for Corporate Banking -
 A New Category of Banking Platform

Predictive Intelligence for Corporate Banking -
 A New Category of Banking Platform

Predictive Intelligence for Corporate Banking -
 A New Category of Banking Platform

Most systems tell you what has already happened. 
Our platform predicts what will happen next and what your teams should do about it

Traditional Technology

Traditional Technology

Traditional Technology

Record Past Activity

Outdated, fragmented static data sources

Require manual interpretation

Support reactive workflows

Relies on static datasets

Nviya Prime

Nviya Prime

Nviya Prime

Predicts future client needs

Unified signal intelligence

Generates actionable insights in real-time

Enables proactive engagement

Continually learns and gains insight from massive industry datasets

Add a layer of predictive intelligence on top of your existing systems

Add a layer of predictive intelligence on top of your existing systems

Add a layer of predictive intelligence on top of your existing systems

Differentiation

Let's Talk.

Let's Talk.

Let's Talk.

Let's Talk.

Let's Talk.