Bank Relationship Management Made Easy.

A powerful BRM platform at your fingertips

Transform your data into actionable insights to drive better-informed BRM decisions.

See your entire
banking landscape

Empower your Bank Relationship Management with Xploritas, your always-on, single source of banking truth. Unify, manage and visualize all your data in one intelligent hub, and drive confident, effective banking relationships on your terms.

From the moment you switch it on, Xploritas becomes your digital BRM twin where you can accurately track your costs, risk exposure, banking policy compliance, and much more.

Informed decision making - Everything in one place - Easy to deploy

With Xploritas as your BRM platform, you gain the insights and confidence you need to balance costs, risks and compliance considerations efficiently.

Compliance management

Get a detailed overview of all key compliance indicators with a focus on your banking and treasury policies and covenants.

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Cost management

Obtain in-depth insights for effective cost management, build your own banking landscape and uncover opportunities for optimization at a reduced cost base.

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Risk management

Get a clear understanding of any relevant BRM risks, enabling you to evaluate all credit and concentration risks at a product, entity and financial institution level.

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Maximize your return on portfolio with Xploritas

Your all-in-one BRM software platform

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Consolidate all your banking products, services and underlying agreements in one central hub.

A typical disconnected BRM experience

Say goodbye to keeping BRM data fragmented across multiple sources (files, physical folders, different locations, etc.). Benefit from having actionable access to all your relevant entities' data in a single, structured repository whenever you need it.

One seamless Data Repository

Xploritas provides you with a purpose-built intelligent data repository, ensuring you capture all the essential and accurate information you need in one location.

Just like setting up a CRM system for the first time, Xploritas enables you to perform an initial one-time capture of your banking products, transferring all the information currently spread across different sources, spreadsheets, contracts, and more, into one clean structured hub across all the entities in your scope.

BRM data hub benefits

Leverage guided and accurate data capture and on-the-fly analysis
using a single intelligent and centralized BRM repository

Set up your unique product fees, capturing all possible structures, no matter how complex

Perform time-series product tracking, like retrospective analysis for fees and quantities

Link each of your products to all relevant covenants, documents and notes

Benefit from product structuring based
on ISO 20022

Leverage guided data capture using standard product detail formats

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Ease of deployment

Although quality software can give you immense business value, it often requires time, implementation and consultancy support, and carries undue risk. Not so...

Xploritas's self-paced modular approach lets you intuitively set up your company structure step by step so you capture your bank products correctly from first login.

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Your strategic business enabler

According to a recent survey performed by PwC in 2021...

Bank Relationship Management ranks as the second highest priority strategic treasury activity and the fifth biggest manual burden.

Most manual

Cash flow forecasting

Bank account management

Compliance

Cash and liquidity management

Bank relationship management

Most strategic

External funding

Bank relationship management

Cash and liquidity management

FX risk management

Cash flow forecasting

Using Xploritas, place the power of structured and consistent data availability and assessments at the core of your BRM activities, and eliminate the labor-intensive and frequently hands-on nature of many aspects of your existing bank relationship management.

Ready to start?

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