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The
outcome

By involving Sarah early, she was able to assess the client needs and recommend to you any limits that needed to be assessed by your Risk department for any proposed Interest Rate Risk Management Solutions.

She also included the limit required for the proposed novation of the current interest rate swap and any documentation that needed to be prepared as a result.

This also assists you, the Banker, as you are able to offer the client a seamless experience and demonstrate how you will be enhancing their financial wellbeing.

Click on Michael to discover his thoughts about the meeting.