Solution

Streamline complex banking relations with Xploritas

Streamline all your Bank Relationship Management workflows using Xploritas.

By leveraging our powerful BRM solution, you can effortlessly drive multiple tasks such as cost optimization (reduction and avoidance), and risk and compliance management of your banks, and facilitate seamless and effective collaboration between the various stakeholders within your company.

enables you to handle:

Performance monitoring and reporting

Perform the proactive monitoring of all your bank relationships to facilitate effective internal communication on strategy as well as with your banks. This can range from setting up compliance alerts, tracking bank revenues and products, to understanding the capital requirements of your banks. In addition, the application includes many performance monitoring and reporting capabilities that allow you to track your banks’ performance and facilitate an easy comparison among them. Dashboards and reports enable you to visualize metrics such as total banking revenue generated, the return on capital for your bank, and the development of banking costs over time. These insights enable your treasurer and CFO to identify areas for improvement and make data-driven decisions.

Data capture, collaboration, and relationship mapping

Being able to streamline your data capture is crucial. With the Xploritas BRM, you can easily collect all necessary data and involve multiple stakeholders while consolidating your data capture into one format. Visualize the position of your banks (revenues, returns), compliance, and risk tracking per bank and product using relationship mapping. This allows you to have an accurate and holistic view of your banking landscape at any given moment in time.

An enterprise-class foundation

Leverage multi-currency, -region, and -user setups (including role and access definition management), context-driven guidance, and embedded time and progress tracking.

Data integration and analytics

To gain valuable insights into your bank behavior and optimize your relationship management, it’s important to integrate and analyze relevant data from multiple sources. This includes transaction data, covenants, collateral, credit limits, pricing, and much more. Using Xploritas, you can identify patterns, relative positions, developments over time, and optimization alternatives.

Compliance and
security

Xploritas facilitates data structures and enables insights while protecting your data. This includes the implementation of various security measures, such as end to end asymmetric data encryption, access controls, audit trails and ISO 27001 certified hosting services.

Deliver more value through superior insights

Dashboard

Xploritas BRM provides you with a central dashboard, which you can set up to your specific needs. Almost any scenario is possible, allowing you to achieve a thorough understanding of your banking landscape by having a 360-degree view of your banking business in one place. You can apply the same approach at entity and aggregation level. This gives your peers in other entities the ability to run their own regional BRM views, while at the same time aggregating this data to provide you with a complete corporate overview.

Independent of your chosen aggregation level, gain insights into your banking costs, banking income, waterfalls, banks’ capital requirements, return on capital per bank, information per product aggregated at product group level, the level of adherence to internal banking policies, covenants, and more.

Banking Landscape

The view of your banking landscape is auto-adjusted to the parameters you select(banks, period, currency), allowing you to display your banking portfolio against the bank’s return values (enabled through embedded Basel III capital requirement metrics).

Banks in the upper-right quadrant represent the largest portfolio share as well as the best returns. These insights enable informed decision-making, allowing you to optimize your banking landscape and costs.

Concentration Risk

Streamline the complex with Xploritas

Mitigate bank-related risk exposure through the active tracking of risks related to credits, bank/product concentration, covenants and bank policy compliance, and more. Xploritas BRM consolidates these views, making it easy for you to gain a holistic overview across your entire banking landscape.

Waterfall Analysis

Perform a waterfall analysis of a large selection of KPIs and business scope metrics and visualize their changes, trends, and progress. This allows you to compare instantly the previous and current periods of your choosing.

Ready to start?

Get in touch