Bangkok · Relationship desks
Cortex Routebase
Account intelligence briefings that help relationship managers walk into quarterly reviews with a clear book, calm priorities, and materials they can stand behind.
The work
Prepared packs for the desk, not another screen to babysit
We sit with relationship managers, read the book under the bank’s confidentiality rules, and deliver print-ready briefings, concentration memos, and relationship maps used in real client meetings across Phayathai and Greater Bangkok.
Engagements
What RMs commission
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.
Relationship Portfolio Mapping
A facilitated workshop that turns an RM’s account list into a visual coverage map—household links, introducers, and shared decision-makers.
Client Concentration Review
An independent look at revenue and exposure concentration across a desk, with plain-language findings for team leads preparing internal reviews.
Desk Analytics Commission
Custom charts and narrative packs commissioned for a single pitch, board update, or annual client summit—built to the RM’s story, not a generic template.
From the desk
Recent notes from clients
“The briefing pack for my Q4 reviews finally matched how I actually talk to households. I still had to rewrite two pages for a sensitive family, but the concentration strip saved me an evening of rebuilding charts.”Nattapong S. · Senior Relationship Manager, private banking desk · Account Intelligence Briefing
“We knew one corridor carried too much of the book. Cortex Routebase put the share in plain numbers and gave my RMs conversation openers instead of a lecture. The readout ran long because people kept asking for the next name on the list.”Helen K. · Team lead, commercial coverage · Client Concentration Review
Rates
Transparent starting points for Bangkok desks
Briefings begin at THB 85,000. Mapping workshops and concentration reviews have published starting rates; custom summit packs are quoted from scope.