SmartBanker is designed specifically for front and middle office banking and financial services relationship professionals to help acquire new customers faster, improve market segmentation, and stay ahead of the competition.
Access to Premium Data
Screening based on rules designed for banking
Pre-screening to check the information required to evaluate a new customer based on a predefined rule set designed for banking. This is accessed via on-demand checks against data sources in the web-app.
See this article for guidance on how to Screen a Company
Monitoring – Engagement Signals - based on rules designed for banking:
Continuous monitoring - in webapp -
and via email alerts -
See this article for more information about Engagement Signals.
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