Client and Account Management

Reduce the cost of Client and Account Management 

Deal Manger helps Financial Institutions to effectively govern and reduce the overheads associated with on-going client due diligence (CDD), account administration, and covenant management. 

Our platform incorporates centralised control of compliance and relationship data, systemized tracking of client review and covenant schedules, and automation of an array of back office processing activities related to Client and Account Maintenance. 

Activities supported include: 

• Change of account signatory 
• Details amendments
• Mandate amendments 
• Data scrubbing 
• Remediation of existing client and account data
• Client due diligence reviews 
• Credit reviews 
• Collateral management 
• Covenant management