Engagement
Account Intelligence Briefing
A prepared desk briefing that maps a relationship manager’s book—concentrations, wallet gaps, and near-term review priorities—before client meetings.
Who it is for
Relationship managers covering private, commercial, or wealth books in Thailand
What you receive
A print-ready briefing pack and annotated coverage map the RM can take into quarterly reviews
Included
- Intake interview with the RM and optional team lead
- Portfolio concentration and exposure summary
- Named-account priority shortlist for the next review cycle
- Printed and PDF briefing pack (Thai or English)
- One follow-up clarification call within ten business days
Outside this engagement
- Trading execution or product placement
- Regulatory filing on behalf of the bank
- Ongoing CRM administration
How it runs
- Scope call to confirm book size, segments, and confidentiality boundaries
- Secure data intake under the bank’s preferred channel
- Analysis and drafting at our Phayathai studio
- Delivery walkthrough with the RM desk
Preparation
RMs prepare a current book extract and a list of upcoming client reviews. We work within the bank’s data-handling rules.
Constraints
Engagements require a named bank contact and a signed confidentiality schedule before any portfolio file is shared.