Use Case · Versicherung & Finance
Client
Cockpit
ESG ratings, risk classification, credit limits, compliance status, transaction history and financial data, consolidated from 8+ systems onto one screen. Your relationship manager is prepared in 30 seconds, not 3 hours.
Why a Client Cockpit Is a Lever
Your best people spend 3 hours preparing for a meeting that lasts 1 hour
A relationship manager at a mid-sized bank manages 40-80 corporate clients. Before every client meeting, the same ritual:
open the core banking system for credit exposure, switch to the risk platform for PD and watchlist status, check the CRM for recent interactions, look up ESG ratings in a separate portal, verify KYC status in the compliance tool, pull the latest financials from the DMS. Six to eight systems, 2-3 hours of preparation per meeting.
For corporate clients, it gets worse. Group structures with subsidiaries across jurisdictions, each with their own risk profile, limit utilisation and ESG exposure. The relationship manager pieces it together manually, often in a spreadsheet, often incomplete. The result: meetings where the banker knows less about the client than the client expects.
Meanwhile, regulators expect a holistic view of every client at all times: ESG exposure, risk concentration, sanctions compliance. Not as a quarterly exercise, but continuously. A consolidated client cockpit is not a nice-to-have. It is becoming a regulatory expectation.
How the Process Changes
Before / After
preparation time per client meeting
The Solution in Detail
How We Build the Client Cockpit
01
Multi-System Data Consolidation
The AI agent connects to all relevant source systems, core banking, risk management, CRM, ESG databases, compliance tools, DMS, and consolidates client data in real time. No batch jobs, no overnight sync. The cockpit always shows the current state.
API integration where available, RPA bots for legacy systems without APIs. Real-time data pull on cockpit open. Configurable data sources per client segment (retail vs. corporate vs. institutional).
02
Intelligent Data Enrichment & ESG Integration
Raw data from source systems is enriched: ESG ratings mapped to taxonomy alignment, risk metrics contextualised with peer comparisons, financial data enriched with trend analysis and alerts. The cockpit does not just display data, it highlights what matters.
03
Group Structure & Aggregation
For corporate and institutional clients: automatic resolution of group structures, subsidiaries, cross-holdings. Aggregated view of total exposure, risk concentration, ESG impact across the entire group. Drill-down from group level to individual entity.
Corporate group tree from company registers and internal data. Automatic aggregation of limits, exposure, risk grades. Cross-jurisdictional view for international groups.
04
Cockpit Dashboard & Alerting
Power App or web dashboard with role-based views: relationship managers see client preparation, risk managers see portfolio concentration, compliance sees KYC status. Proactive alerts on material changes: rating downgrades, limit breaches, ESG events, sanctions hits.
Power BI / Power App. Role-based access. Configurable alert thresholds. Export for credit committee and regulatory reporting. Mobile-ready for client meetings on the go.
Results
What a Client Cockpit Typically Delivers
90%
preparation time
Real-time
all systems
100%
compliance in one view
+25%
time per RM
The greatest lever is not the time saved but the quality of the conversation. A relationship manager who walks into a meeting with a complete, current picture builds trust and wins business.
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Ready?
How many systems does your RM open before a client meeting?
Let us show you in 30 minutes what a consolidated client cockpit looks like for your bank, with your systems, your data, your client segments.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
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