Successful corporations need Bank Relationship Management (BRM) software to drive decisions faster. Vallstein BRM solutions cover the full range of information required to drive better results. Our clients are represented in all industries, from medium size to large Multinationals.

Vallstein’s BRM solution delivers targeted information, business intelligence and automated reporting, which is leveraged in:

Pre-qualification of bank funding conditions The WalletSizing^® analyser estimates price ranges for new bank funding or renewals of existing bank funding. Based on bank’s return and product benchmarks the WalletSizing^® analyzer finds the best alternatives and supports the discussions with the banks. It calculates the impact of adjustments on bank funding on the full bank relationship as well as possible effects on other banks, considering potential business shifting between banks.

Build Request for Proposals and compare proposals Generate complete overviews on all input variables for RFP processes, proposal comparison and current or preferred scenarios. The full impact of the bank proposals are calculated and compared to the bank´s return benchmarks.

Execute BRM strategies A guided approach provides up-to-date insight into the past, actual and required returns of the banks. Included Quality Rating metrics provide a scoring model covering priorities on key performance and service level aspects, expected from the banks. Target setting enables creation of ongoing improvement projects.

Drive cost reductions to deliver immediate bottom-line results Identify cost saving opportunities and negotiation priorities on a continuous basis, comparing and benchmarking banks on their return levels. Based on the outcome of such analysis, corporations develop negotiation plans for the short, medium and long term in line with their corporate business needs.

Prevent cost increases Identify options to compensate for forced cost increases by the banks. Based on the bank business insight the Analyser indentifies the impact of fee changes and finds alternatives to minimize cost increases.

Drive compliance of corporate banking policy With role based access, all stakeholders are empowered to manage their own part of the banking business on the same platform and with the same approach and structure, thus no more exchange of banking data via email in multiple formats.

Support pricing policy for intercompany funding Multilevel organisations are easily configured, allowing credit rating on all levels, calculation and monitoring of rating differences between entities, delivering the arguments for intercompany pricing levels.

Stay up to date on regulatory rules The rules of the Basel Committee on capital adequacy, have a significant impact on pricing and services of banking products. The Analyser anticipates the impact of changes in capital requirements based on specific situations and applied pricing.

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