Multi-asset investment specialist Saxo Bank continues to enhance the renewal module in SaxoPartnerConnect (SPC).
The renewal module in SPC serves as a partner-oriented window into its renewal’s operations, and it is continuously being improved to meet partners’ needs.
Recently introduced improvements include:
- Client risk score. With this measure, partners gain transparency into the renewal cycles and an understanding of why Saxo’s requirements sometimes differ between clients.
- Renewal type. The renewal type defines not only the questions asked,but also the deadline for responding. It is a key identifier to understand why renewals are initiated.
- Previous renewal date. Time-triggered renewals are based on the latest renewal date and the risk score, both of which are now available in SPC.
- Extended look-forward. SPC has been enhanced with extended look-forward of renewals due for the next 360d, enabling more efficient management of capacity and end-clients.
- ZIP file upload. To reduce reliance on emails and facilitate easier document sharing, SPC has been enhanced to accept ZIP files for renewals, onboarding, and cases.
