Independent Bank Relationship Manager

Independent Bank Relationship Manager – Wallstein pioneered banking relationship management (BRM) solutions with a simple mission: no black boxes, but full transparency, to develop long-term sustainable banking relationships.

Founded in 2000, Wallstein has a multinational team of experts responsible for developing and implementing leading financial technology solutions that help companies continuously improve their BRM.

Independent Bank Relationship Manager

Independent Bank Relationship Manager

With 18 years of calculating and analyzing thousands of wallets, Wallstein brings a unique combination of big data, innovation, analytical capabilities and banking knowledge. It provides the best way to optimize your banking relationship.

Icici Bank Relationship Manager

A fundamental benefit of professional BRM is the reduction of uncertainty and inefficiency. An independent and objective understanding of the relevance of each bank relationship is critical to making informed, fact-based decisions about selecting banks or financial service providers and allocating bank business volume to individual banks.

As a proactive banking relationship management level role, the Banker understands the fundamental principles that drive banking behavior and assesses the impact on each individual banking relationship.

No more black boxes. Disclosure of how much revenue the corporate customer generates for the bank(s) and how profitable that revenue is for the bank. Welcome to WalletSizing® – Best Practices in BRM.

Wallstein software solutions provide continuous monitoring, reporting and reconciliation of bank expenses, proactive controls and compliance with corporate banking policies. The WalletSizing® system provides comprehensive data visualization and in-depth analysis of all banking relationships.

Solved A Manager At A Local Bank Analyzed The Relationship

This understanding is critical to achieving positive alignment across the banking landscape and achieving real win-win for you and your banks, which benefit from a stable, transparent and strategic partnership-based relationship. Fair, but not overwhelming.

The depth and quality of the WalletSizing® approach is more comprehensive than an analysis based solely on assessing bank costs and fees and providing only transaction volume. Wallet usage includes all banking products and services used, as well as relevant wallet metrics in the analysis, taking into account potential earnings and related capital requirements under Basel rules.

For more information about the solutions Wallstein offers, please contact Salco Hershberg.

Independent Bank Relationship Manager

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Independent Asset Managers

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Independent Bank Relationship Manager

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