Mobile CorpRM is a Line-of-Business application for Banking which is developed for corporate relationship managers to follow up and act for their sales actions and portfolio management dashboard view from one platform.
During the site visit, Mobile Corporate Relationship Manager application can access all the financial information of the customers through the Single View of the Customer. In addition to this view actions on the customer such as new deals can be captured and service requested can be created easily which is the outstanding feature of the solution. The simplicity of closing the deals and taking action at customer location never been that easy and rapid. With one click, the application process for new product offerings can be initiated and required documents can be attached to have a first evaluation on the product when the agent is still on customer premise.