Bank Relationship Management

BRM

WalletSizing®

WalletSizing® Enterprise Edition

WalletSizing® Banking Edition

WalletSizing® Business Edition

Banking Relations

Corporate Finance

Basel II

Basel III

Introducing WalletSizing®
Solutions

Vallstein BRM Solutions apply to large and midsize companies of all industries, available in three distinct versions.

Enterprise Edition

Engineered for large corporations covering aspects such as the management of a continuously evolving banking landscape and resulting collaboration requirements between the stakeholders on national and international basis

Business Edition

Engineered for midsized corporations, including continuous best practice support. Corporations are guided to gain transparency and optimize their banking landscape.

Business Edition

Entry solution tailored for companies with a limited number of banking products.

All solutions are instantly available via a state-of-the-art Software as a Service (SaaS) delivery model which allows for efficient deployment and continuous updating.

BankMark Quality Management WalletSizing Issue Management Entry Screen

The Vallstein BRM Solutions are build around five solution categories.

WalletSizing® The core analytical module of BRM. Establishing the full transparent link between annual banking costs and actual client revenues booked by the banks, including their respective return analysis. In WalletSizing® all banking products are analysed in terms of direct and hidden costs (both revenue for the banks), associated risk-adjusted capital requirements and Return on Solvency (ROS) impact for the banks.

Credit Risk Assessment Being able to independently assess one´s own credit risk in terms of rating thereby being able to challenge the bank´s expert opinion. The credit risk assessment feeds directly adjustments to the capital requirements under the applicable Basel rules.

Quality Rating Measuring and monitoring the quality of the services provided by the banks on a like-for-like basis, enabling a pro-active approach in any bank negotiation in combination with data derived from WalletSizing®.

Problem Tracking Tied to Quality Scoring, problem tracking enables to log and monitor all on-going day-to-day issues with each bank such as follow up on unprocessed payments, booking errors and documentation issues. Items recording in Problem Tracking can be linked directly to other solution categories.

BankMark™ Access to an unique Vallstein benchmark database with data on more than 1,000 banks worldwide on parameters that are relevant from a client perspective such as bank credit ratings and operating costs per FTE (including bonus compensation). BankMark™ empowers to challenge the bank on their numbers.

The Vallstein BRM Solutions are built to cover all types of company structures ranging from a single company to multinational corporations covering many business units, countries and functional units. All structures are managed on one platform accessible to multiple users with distinguished roles.

Vallstein BRM solutions enables accomplishment of corporate requirements.


  • Make complete, actual BRM reports available to anybody who needs the information to perform BRM and realize targets, manage risk or drive compliance. Excellent reporting possibilities on all KPI´s on banks, business units, developments over time and combinations of KPI´s. Reports can be issues at any time on a specific bank to prepare for a meeting or issue management banking reports for internal purposes including summary level information for senior management. Reporting becomes an efficient process without consolidation errors.

  • Simplify and automate the routine with repetitive functions so that the best results are delivered. Fulfill the potential and increase the loyalty of your workforce while minimizing the cost and complexity of administering and managing information gathering required to deliver the best results. In a decentralized environment local subsidiaries work on the same platform and share information across the company.

  • Accomplish project goals and achieve outstanding results within budget, on time and with excellent resource efficiency.

  • Look deeper into key performance factors of your banks and pinpoint the profitability of your banks and potential issues with your banks that require action.

Click here to further understand how our clients use the Vallstein solutions for their BRM.

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