Relationship managers at banks handle customer investments. And knowing a client’s current situation or scenario is required in deciding whether or not to invest in them. To make the right decision, you must operate on pertinent, accurate, and timely information.
What if we can build a tool to help you gather all the required information about your clients and help you make an informed decision on whether or not to invest in them?
This pattern provides real-time information regarding a client, known as a client-network, all collated in a single place. This information is in compliance with the most important events impacting any organization. The following are the event triggers in the built application:
- Management Change
- Management Default
- Credit Rating
- Share Price Deviation
Find out more in the code pattern repo!