What can a dedicated relationship manager help your business with?

At SwissFx, every client works with a dedicated relationship manager who is an FX and international payments expert. They will become the business’s main point of contact, taking the time to understand the business's operations and providing support tailored to their specific requirements.

Relationship managers do not make decisions for the business or provide personalised financial or investment advice.

How can a relationship manager support onboarding?

At SwissFx, the process of opening business account begins with an introductory call to understand how the business operates. We explore the currencies they use, where they send and receive funds, and what they need from their multi-currency account.

Each client that decides to move forward is assigned a dedicated relationship manager, who guides them through the onboarding process and remains their main point of contact.

Can they help with less common currencies or more complex payments?

Yes, they investigate whether a currency or payment route is supported, identify the information needed and explain how the payment could be handled. SwissFx provides access to more than 140 supported currencies, although local payment capabilities, international routes and FX risk-management options vary by currency.

Availability will depend on the currency, payment route and applicable compliance requirements.

Can a relationship manager help you discuss FX exposure?

A relationship manager can help a business frame the operational facts behind its exposure, including the currencies, amounts and expected timing of future payments or receipts. They can explain the FX risk-management tools available through SwissFx.

The business remains responsible for its decisions. Any product discussed is subject to eligibility, availability and applicable terms, and no particular financial outcome can be guaranteed.

What happens when payment requirements change?

A business' setup often evolves when it enters a new market, adds a supplier or starts collecting revenue in another currency. A relationship manager who already understands the existing setup can help define the new requirement, and provide tailored support. This may reduce some of the pressure on finance teams when they are dealing with unfamiliar payment or currency requirements.

How can having one point of contact make a difference for a business?

Continuity means the client does not have to explain its usual currencies, payment flows and business model to a different person when they have a question. The relationship manager can retain the relevant context, follow an issue across the appropriate teams and keep the business informed about what is needed next.

Day-to-day activity can still be managed through the platform. The value of the relationship manager is having consistent support, which is not possible to replicate through bots or generic support channels alone, particularly when a request is specific.

This article is for educational purposes only and does not constitute financial advice. Products and services are subject to eligibility, availability and applicable terms.