Banking

Microsoft Adam Smith Webinar

Are you spending too much time with your banks?

Microsoft

Adam Smith Awards 2016 Highly Commended Winner – First Class Relationship Management

The corporate finance team at this household name used to spend about a third of their working hours with banks and the boss wanted to know why. They implemented a bank relationship tracker to monitor bank engagement and improved their ROI considerably as a result.

This webinar was held on Thursday 2nd March 2017.

Read the case studies: First Class Relationship Management | Best Risk Management Solution | One to Watch | Best in Class Treasury Solution in the Middle East | Best AR Solution | Harnessing the Power of Technology

Questions asked throughout the webinar

  • This is an innovative approach Anita. Given some of the banks involved are clients of Microsoft what sort of reaction did you get from these banks? (10:52)

  • The personnel that the banks fielded for these meetings, are these the banks analysts, relationship managers, product specialists, business specialists, sector specialists? How did they face off against you as a client in terms of the personnel and level of seniority that they put forward for these meetings? (20:28)

  • How many banks does Microsoft with globally? (25:54)

  • Are you still spending a third of your time? If so, how is that time now being spent? (31:54)

Poll results

  • Are you spending too much time with your banks? (30:13)

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