Odyssey Relationship Manager Workstation
- Effective relationship management with a difference

Private banks face many challenges including acquiring and retaining clients, increasing productivity of relationship managers and higher service standards. Capital Market Solutions distributes Odyssey Relationship Manager Workstation (RM Workstation), a strategic front office client management and advisory tool, to help private banks overcome these challenges.

Relationship Manager Workstation combines effective client data management and Know Your Client (KYC) facilities with advisory, sales and contact management functions. Comprehensive client and portfolio modeling features are included. RM Workstations allows private banks to further understand clients needs, objectives and preferences and proactively identify and make use of these opportunities.

The RM Workstation enforces international compliance rules and data security management. AML (anti-money laundering) and marketing aspect are also covered.

Relationship managers deal with hundreds of clients whose portfolios and needs are very diverse. PM Workstation is a real-time monitoring facility that anticipates and tracks events related to clients and their holdings. Relationship managers can proactively advise or inform clients. RM Workstation improves the quality of advice, service and information provided to the client.

For further information on Odyssey R.M.W please view our online brochure.