1:1 Banking experience with a lifetime RM number
Deliver personalized experiences with a dedicated support number connecting customers directly to their relationship manager.
25B+Interactions a year, trusted by the leading brands.
Relationship manager connect platform
RM Connect enables banks, insurers and fintechs to assign customers a lifetime RM-linked number, ensuring secure, compliant and seamless conversations across voice and messaging with full visibility and control.
360° Omnichannel engagement
360° Omnichannel engagement- Run reminders, campaigns and 1:1 RM conversations
- Engage customers across voice and messaging channels
- Support sales, service and advisory interactions
- Deliver consistent customer engagement experiences
360° Omnichannel engagement- Run reminders, campaigns and 1:1 RM conversations
- Engage customers across voice and messaging channels
- Support sales, service and advisory interactions
- Deliver consistent customer engagement experiences
Lifetime RM number mapping
Lifetime RM number mapping- Assign customers a single RM number for lifetime
- Track every interaction in one unified thread
- Access conversation history for monitoring anytime
- Ensure continuity even if RMs change internally
Lifetime RM number mapping- Assign customers a single RM number for lifetime
- Track every interaction in one unified thread
- Access conversation history for monitoring anytime
- Ensure continuity even if RMs change internally
Role-based hierarchy dashboard
Role-based hierarchy dashboard- Restrict platform access based on hierarchy rules
- Control visibility by geography and user roles
- Maintain secure access across large teams
- Align platform data with compliance policies
Role-based hierarchy dashboard- Restrict platform access based on hierarchy rules
- Control visibility by geography and user roles
- Maintain secure access across large teams
- Align platform data with compliance policies
Secure & rapid system integrations
Secure & rapid system integrations- Integrate with core banking and CRM systems
- Deploy quickly with agile platform architecture
- Maintain ISO 27001 and PCI-DSS compliance standards
- Ensure secure and encrypted customer communication
Secure & rapid system integrations- Integrate with core banking and CRM systems
- Deploy quickly with agile platform architecture
- Maintain ISO 27001 and PCI-DSS compliance standards
- Ensure secure and encrypted customer communication
How can banks deliver connected and trusted conversations?
Is disconnected relationship management increasing churn due to inconsistent RM access and fragmented customer journeys?
Assign every customer a single lifetime RM-linked banking number that works across voice and WhatsApp, ensuring continuity even if RMs change and delivering a consistent, trusted experience.
Do lack of visibility and control over RM conversations expose your bank to compliance, risk, and poor CX decisions?
Route 100% RM communication through official voice and WhatsApp channels, record and document every interaction, and empower leadership with complete context, audit trails, and compliance readiness.
Are customers ignoring your RM calls due to spam fears and unverified outbound communication?
Enable branded outbound calling with your bank’s name, logo, and call purpose displayed upfront, increasing answer rates, reducing spam perception, and building trust before the conversation even begins.
Trusted RM conversations across finance
Strengthen customer relationships with secure, consistent and lifetime RM access across banking, insurance and fintech while gaining full visibility, control and brand trust in every interaction.
RM Connect: Frequently asked questions
How does RM Connect ensure customers always reach their assigned Relationship Manager even if internal RM changes occur?
RM Connect maps every customer to a lifetime banking number linked to backend RM allocation. If an RM changes, the system updates routing instantly without affecting the customer experience, ensuring continuity, preserved history and zero disruption.
How does RM Connect help banks, insurers and fintechs maintain compliance and reduce mis-selling or communication risks?
All RM conversations occur through official, monitored channels across voice and messaging. Interactions are recorded and documented, creating audit-ready trails, preventing data leakage and giving leadership complete oversight for risk mitigation.
Can RM Connect integrate with core banking systems, CRMs and insurance policy platforms without complex deployment cycles?
Yes, RM Connect integrates seamlessly with existing core systems and CRMs through secure APIs. Its agile, market-ready architecture enables rapid deployment within days while maintaining enterprise-grade security standards.
How does branded outbound calling improve answer rates and reduce customers mistaking RM calls as spam?
RM Connect displays your official brand name, logo and call purpose on the customer’s screen before they answer. This verified identity reduces spam perception, increases pickup rates and builds trust even before the conversation begins.
How does the hierarchy-restricted dashboard ensure secure data access across roles, geographies and reporting structures?
The platform allows you to upload your organizational hierarchy and configure role-based access controls. Data visibility is restricted by geography and designation, ensuring sensitive RM conversations remain secure and policy-aligned.