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Client Reporting and Performance Management Portal for Bank Relationship Managers

Nahiyan Khan

Technical Support Intern • Strategy

For this customer, the Client Coverage Group of a Wholesale and Retail bank, we developed a one stop shop portal for their Relationship Managers - to view, onboard and manage clients and their data. Our team helped the customer migrate from Excel-based reporting that relied on multiple sources to an automated tool for client reporting and performance management. It provides actionable insights to Relationship Managers by monitoring key business KPIs. Our customer won a top award at the 2012 Asian Banking & Finance Wholesale Banking for this portal.

Fixer io. has a  free  currency JSON api with foreign exchange rates. Depending on the JSON api you choose, you  can easily import current and/or historical currency exchange rates. Please have a look at http://fixer.io  . Rates are quoted against the Euro by default,  to quote against a different currency you can change it by setting the base parameter in your request, for example http://api.fixer.io/latest?base=USD

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Published:

June 5, 2017

Last Updated:

June 5, 2017