Onboarding Private Banking Clients using Sugar

A midsize regional bank engaged UpCurve Cloud to implement Sugar with a focus on onboarding and managing their private banking clients. UpCurve Cloud created an easy to use client profile, automated workflow steps for collection of key documents and integration to a Fiserv backend core banking platform and portfolio management system.

With this new system, the private bankers gained a system that was more adaptable than their core banking system and helps them carefully control the relationship process.

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