CategoryTreasury & Markets
FocusProcess design · Controls · Automation · KPIs
Project CodeP—007

Context

This project addresses Relationship Manager Target Tracking (Şimal) Project within the treasury & markets agenda. The original project design was developed as a practical banking initiative, with emphasis on process ownership, system support, measurable controls and implementation at operating-unit level.

Project Framework

The public framework focuses on four layers: the business problem and target state; process and decision rules; required data, workflow and channel integration; and KPI-based monitoring after implementation. Institution-specific thresholds, screen designs, algorithms and commercially sensitive parameters are intentionally not published.

Expected Value

The expected value is a more controlled and measurable operating model: lower manual workload and error risk where automation is relevant, stronger customer or revenue outcomes where commercial performance is central, and clearer management information for continuous improvement.

Project Components

  • Customer
  • Branch
  • Sales & cross-sell
  • Marketing
  • Performance management
  • Target management

Publication Note: This page publishes the strategic concept and implementation architecture of project P—007. Bank-specific parameters, confidential data and proprietary execution details are deliberately excluded.

← Back to all projects