Radius implementation of an automated clients on-boarding process and an efficient integrated sales tracking system.
Radius replaced the old systems of Microsoft Access databases and Excel spread sheets with a system that allowed both finer control of access to deal information, better analytical capabilities, greater data quality enforcement and the potential to interface with other bank systems.
Radius implementation of the system needed to manage and track the principal day-to-day queries, like order rejections based on certain criteria, pricing queries and issues, settlement issues.
