The challenge
What can you do with your clients? An essential question for banks and their client facing staff in a time when regulatory compliant behavior of bank representatives is at the center of attention of regulatory authorities worldwide, especially for banks conducting cross-border business. At the same time, financial service providers are forced to digitalize back-, middle-, and front office processes to keep abreast with existing and emerging client needs and new technology driven competitors. Major streamlining potential can be found in the way legal and compliance information is stored, managed, and accessed by different stakeholders.

The solution
The Service Navigator provides suitability and compliance information for the complete range of banking services and products. The content of regulatory manuals (behaviour, cross-border, products, tax) is digitized, holistically and accurately combined with the client context, leading to unambiguous service suitability feedbacks.