Saxo Bank Enhances Renewal Module in SaxoPartnerConnect

Saxo Bank upgrades SaxoPartnerConnect with a client risk score, renewal type details, extended look-forward, and ZIP file upload for improved partner efficiency.

Key Points:

• The new feature provides partners insights into renewal cycles and varying client requirements.
• SPC offers a 360-day look-forward period to better manage upcoming renewals and capacity planning.
• The enhancement allows partners to upload ZIP files directly for renewals, onboarding, and case management, reducing their reliance on email.

Saxo Bank, a leader in multi-asset investments, is pushing the envelope on its SaxoPartnerConnect (SPC) platform with a series of new enhancements to the renewal module. Furthermore, this module, pivotal for managing renewal operations, is being fine-tuned to better cater to the needs of Saxo’s partners.

One of the notable upgrades is the introduction of the Client Risk Score. This new feature offers partners a transparent view of the renewal cycles, shedding light on why Saxo’s requirements might vary from one client to another. By providing a clear risk assessment, partners can navigate the renewal process with a deeper understanding of the factors at play.

Saxo Bank Enhances Renewal Module in SaxoPartnerConnect

Another significant addition is the Renewal Type categorization. This function specifies the questions partners must address and sets their responses deadlines. It also helps distinguish the reasons behind different renewals, making the renewal initiation process more transparent and organized.

The module also tracks the Previous Renewal Date, which is crucial for managing time-triggered renewals. This feature and the client risk score give partners precise information on past renewal dates, facilitating more accurate planning and scheduling.

In response to feedback, Saxo Bank has extended the renewal module’s Look-Forward capability. Partners can now view renewals due over the next 360 days, providing a broader perspective on upcoming renewals and enabling more effective capacity management and client planning.

Additionally, SPC has incorporated a ZIP File Upload feature to streamline document handling and reduce email reliance. This enhancement allows partners to upload ZIP files directly for renewals, onboarding, and case management, simplifying document-sharing and enhancing operational efficiency.

These enhancements to the SaxoPartnerConnect renewal module underscore Saxo Bank‘s commitment to continuously improving its digital platforms and supporting its partners with cutting-edge tools and functionalities.

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