Commercial Banking on Salesforce

The challenges we solve

/01

The relationship lives in one person's head

When an RM moves on, years of context move with them. Group structures, key contacts, covenant history — none of it should depend on memory. We model the full relationship on FSC: every entity, every role, every interaction, permanently on record.

see every entity, account and exposure across a group structure in one view?

give a new relationship manager complete client context on day one?

/02

Group onboarding that takes months

Multi-entity KYC means chasing the same documents from different counterparties, in different formats, over email. We orchestrate multi-party onboarding as one governed process — shared evidence, tracked status, automatic escalation when something stalls.

onboard a complex group without re-collecting documents from every entity?

track KYC status across every related party in one place?

/03

Credit decisions without the full picture

Total group exposure scattered across core systems means facilities get approved on partial information. We bring deal pipeline, renewals and exposure into the same workspace the RM already lives in — so the next decision is made with everything on the table.

see total group exposure before approving the next facility?

run deal flow and renewals from the same governed workspace?

The anatomy

The whole group, on one screen.

Each of those problems is a memory problem — the relationship is bigger than anything one person can hold. This is what it looks like when the system holds it instead.

01
The group, mapped. Entity hierarchies modelled as they really are — parents, subsidiaries, directors, guarantors — navigable in one relationship view, not a diagram in a deck.
02
Multi-party onboarding. Every party gets one reusable, verified profile — KYC done once and carried across facilities, so group onboarding stops restarting from zero.
03
Exposure, live. Limits and balances roll up the hierarchy, so credit sees group exposure as it stands today — not as it stood at last month's committee.
04
Deal flow. Mandates and facilities tracked as deals with stages, owners and approvals — the pipeline reports itself.
05
The conversation record. Meetings and calls captured as structured summaries on the relationship — when the RM is on leave, the relationship isn't.
06
Compliance in the flow. Approval paths and audit evidence are produced by the work itself, not reconstructed after it.

The system remembers — so the relationship stops living in one person's head: And when you are ready for agents: an assistant that drafts the credit memo from the live hierarchy is only trustworthy because the hierarchy is.

a live number, or it doesn't count.— S.

How we think

Commercial banking is a relationships business. The system should remember.

We build the relationship graph as data — flexible hierarchies, financial deals and compliant data sharing on FSC — so the institution owns the relationship, not the inbox. And because the foundation is structured from day one, AI on top of it is a switch, not a rebuild.

Flexible hierarchiesFinancial DealsMulti-party KYCCompliant data sharing

Every entity, exposure and conversation in one view

The relationship lives in one person's head

Group onboarding that takes months

Credit decisions without the full picture

The whole group, on one screen.

Commercial banking is a relationships business. The system should remember.

Group exposure you can trust: hierarchies done right

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