Post by Codat

Advisory intelligence is a term that needs some introduction, so here it is: it's the infrastructure layer that connects a bank's client data to the bankers who need it, interpreting that data automatically and surfacing specific, actionable opportunities before anyone has to ask. What that looks like in practice varies. A relationship manager who already knows a client's working capital is under pressure before the quarterly review. A treasury consultant who can walk into a meeting and quantify an FX opportunity rather than pitch a product. A commercial card team that identifies the right client at the right moment, not weeks after the opportunity has passed. Codat's CRO Joey Rault has written about what advisory intelligence means and what changes when banks get it right. Read the full piece: https://lnkd.in/e6t88pe8