SimpliFI

A Proprietary Framework, Built on Timeless Banking Needs

In banking, some truths never change. Enterprise customers seek tailored solutions, deeper engagement, and seamless experience across the entire suite of products and services offered by a bank. The Ecosystem Banking Framework (EBF), developed exclusively by SimpliFI Consulting’s founder, addresses these enduring needs by seamlessly embedding banks into their clients’ ecosystems.

Why EBF?

360-Degree Relationship Coverage

An institutionalized framework-based approach to deliver holistic relationship coverage for enterprise customers. Say goodbye to mood-dependent cross-sell and ensure consistent and data-driven business origination across your entire product suite.

Unlock Business Potential

Identify missed revenue opportunities and expand wallet share through comprehensive customer profiling.

Strengthen Relationships

Build long-term partnerships by aligning banking solutions with the needs of enterprise customers and their stakeholders i.e. suppliers, buyers, shareholders and employees.

Enhance Internal Collaboration

Foster trust and collaboration across teams, and faster resolution of systemic challenges through structured 3-way feedback between top management, strategy team and business teams.

Proven Outcomes

Up to
20%
revenue growth

From existing customers

Fee Income contributing
Up to 80%

Of the Revenue Growth

Expansion of relationships with 

2+ new corporate clients

by leveraging existing relationships.

Deepening of relationships with

3+ additional products

per enterprise.

Significant

reduction in time-to-market

for new opportunities.

Case Study Highlights

GRE

Strengthened ties with a government-related entity, unlocking about USD 100,000 in annualized income.

Large Conglomerate

Unlocked 16 new business opportunities through proactive engagement with the multiple divisions of the conglomerate rather than just dealing with the group finance team. Increased wallet-share in treasury, trade, and personal banking, adding USD 120,000 in annualized income

SME

Discovered private banking opportunity and new supply chain finance opportunities through the anchor buyer of the SME.

Key Features of EBF

Comprehensive Customer Profiling

Achieve a unified view of Total Business Potential across your bank's product suite for each enterprise customer.

Opportunity Mapping

Identify and act on high-value opportunities with precision and focus.

Key Relationship Metrics

Define and track easily measurable metrics to assess the strength of relationships with your enterprise customers.

Cultural Alignment

Foster collaboration across teams through alignment of interests with enterprise customer at the center.

With hands-on expertise in successfully developing, implementing and scaling the strategy, we provide you with industry’s first holistic enterprise relationship management framework.