Hong Kong · APACNatixis CIB · Client Office
Sunday, 31 May 2026
Client reviews follow-up

Actions & Follow-up

Tracking commitments made in client reviews and sensitive points to follow up.

Open actions
152
of 240 total
Delayed
146
to escalate
Completed
88
37% completion rate
Active owners
17

Workload by owner

Sophie Lam
15 delayed15 open
Wei Lin Tan
15 delayed15 open
Yuki Tanaka
14 delayed15 open
Vivian Ho
14 delayed14 open
Mei Zhang
13 delayed15 open
Rina Salim
12 delayed12 open

Most frequent topics

Cross-Sell Opportunity40
Relationship Deepening34
Credit & Limits Review31
Annual Strategic Review31
Onboarding / KYC27
Service Quality27
240 actions
ClientTopicActionOwnerDeadlineStatus
Aurora Authority GroupService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Daniel Cheung25/06/2024Delayed
Phoenix Media InternationalPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Marcus Wong06/07/2024Delayed
Beacon Shipping CorporationProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Vivian Ho07/07/2024Delayed
Aurora Land CorporationPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Wei Lin Tan09/07/2024Delayed
Pacific Medical CorporationProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Vivian Ho09/07/2024Delayed
Monsoon Properties CoCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Sophie Lam17/07/2024Delayed
Vanguard Renewables LtdProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Daniel Cheung21/07/2024Delayed
Highland Asset CoAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Mei Zhang25/07/2024Delayed
Orient Public Investment InternationalCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Vivian Ho30/07/2024Delayed
Aurora Land CorporationRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Wei Lin Tan01/08/2024Delayed
Cascade Industries HoldingsProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Sophie Lam03/08/2024Delayed
Banyan Financial InternationalPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Claire Dubois05/08/2024Delayed
Crimson Logistics InternationalRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Sophie Lam18/08/2024Completed
Harbour Broadband HoldingsService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Rina Salim23/08/2024Delayed
Orient Healthcare LtdProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Vivian Ho25/08/2024Delayed
Jade Manufacturing CorporationPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Rina Salim11/09/2024Completed
Granite Asset CoService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Claire Dubois16/09/2024Delayed
Keystone Foods HoldingsRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Daniel Cheung28/09/2024Delayed
Lotus Infrastructure Authority GroupRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Yuki Tanaka04/10/2024Delayed
Granite Asset CoRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Claire Dubois23/10/2024Delayed
Granite Transport PartnersRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Rina Salim02/11/2024Delayed
Cascade Capital CorporationCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Mei Zhang15/11/2024Delayed
Silk Road Land HoldingsCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Yuki Tanaka20/11/2024Delayed
Silk Road Logistics HoldingsCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Kenji Sato24/11/2024Delayed
Cascade Semiconductors InternationalRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Arjun Mehta27/11/2024Delayed
Cascade Semiconductors InternationalProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Arjun Mehta01/12/2024Delayed
Coral Estates InternationalRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Wei Lin Tan14/12/2024Delayed
Coral Telecom InternationalService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Yuki Tanaka25/12/2024Delayed
Aurora Land CorporationCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Wei Lin Tan27/12/2024Delayed
Vanguard Realty PartnersService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Yuki Tanaka29/12/2024Delayed
Phoenix Resources HoldingsCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Marcus Wong31/12/2024Delayed
Evergreen Realty LtdService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Marcus Wong31/12/2024Completed
Summit Land CoAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Sophie Lam06/01/2025Delayed
Lotus Capital PartnersOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
Thomas Bernard07/01/2025Delayed
Harbour Financial GroupRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Mei Zhang09/01/2025Delayed
Silk Road Sovereign Holdings HoldingsPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Sophie Lam11/01/2025Completed
Harbour Digital GroupCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Sophie Lam14/01/2025Delayed
Crimson Group CoAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Hana Kim17/01/2025Delayed
Cascade Land InternationalAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Hana Kim22/01/2025Delayed
Crimson Industries HoldingsCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Sophie Lam23/01/2025Delayed
Zenith Mutual CoCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Thomas Bernard25/01/2025Delayed
Vanguard Realty PartnersCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Yuki Tanaka27/01/2025Delayed
Harbour Digital GroupCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Sophie Lam30/01/2025Delayed
Orient Estates GroupAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Marcus Wong30/01/2025Delayed
Pinnacle Pharma InternationalOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
James Carter31/01/2025Delayed
Silk Road Trust CorporationCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Claire Dubois02/02/2025Delayed
Pearl Life Sciences PartnersRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Sophie Lam03/02/2025Delayed
Monsoon Land CorporationOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
Yuki Tanaka05/02/2025Delayed
Crimson Realty CoOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
Wei Lin Tan15/02/2025Delayed
Phoenix Trust LtdOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
Claire Dubois25/02/2025Delayed
Lotus Mutual InternationalPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Thomas Bernard27/02/2025Delayed
Cascade Infrastructure Authority CorporationService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Rina Salim09/03/2025Delayed
Granite Asset CoCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Claire Dubois12/03/2025Delayed
Vanguard Technologies PartnersRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Olivia Reed14/03/2025Delayed
Pacific Medical CorporationCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Vivian Ho16/03/2025Delayed
Cascade Trust LtdRelationship Deepening
Schedule senior banker / client CFO meeting
Limited senior-level engagement in last 12 months
Mei Zhang17/03/2025Delayed
Crimson Retail LtdCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Yuki Tanaka20/03/2025Delayed
Aurora Authority GroupCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Daniel Cheung21/03/2025Delayed
Keystone Trust GroupAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Thomas Bernard21/03/2025Completed
Keystone Industries InternationalPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Yuki Tanaka24/03/2025Delayed
Silk Road Land HoldingsAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Yuki Tanaka30/03/2025Delayed
Silk Road Realty LtdCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Arjun Mehta30/03/2025Delayed
Granite Transport PartnersPricing & Fees
Prepare fee benchmarking and pricing proposal
Client benchmarking fees against competitor bank
Rina Salim01/04/2025Delayed
Azure Healthcare HoldingsOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
Daniel Cheung03/04/2025Delayed
Harbour Financial LtdOnboarding / KYC
Coordinate with KYC team to fast-track refresh
KYC refresh delays slowing new mandate
Mei Zhang04/04/2025Delayed
Cascade Steel HoldingsCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Arjun Mehta05/04/2025Delayed
Crimson Capital LtdProduct Coverage Gap
Scope local cash management offering with GTTS
No local-currency cash management solution offered
Mei Zhang06/04/2025Delayed
Cascade Semiconductors InternationalAnnual Strategic Review
Build joint APAC account plan with business lines
Client wants broader APAC product coverage
Arjun Mehta10/04/2025Delayed
Crimson Logistics InternationalService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Sophie Lam20/04/2025Delayed
Phoenix Media InternationalService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Marcus Wong26/04/2025Delayed
Highland Digital CorporationCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Wei Lin Tan28/04/2025Completed
Azure Energy HoldingsCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Rina Salim30/04/2025Delayed
Crimson Resources LtdService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Hana Kim30/04/2025Delayed
Banyan Estates CoService Quality
Escalate to operations for SLA improvement plan
Slow turnaround on trade finance documentation
Hana Kim01/05/2025Delayed
Coral Life Sciences PartnersCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Olivia Reed04/05/2025Delayed
Aurora Resources LtdCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Rina Salim17/05/2025Delayed
Crimson Media PartnersCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Rina Salim20/05/2025Delayed
Coral Consumer PartnersCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Wei Lin Tan22/05/2025Delayed
Crimson Group CoCross-Sell Opportunity
Arrange Global Markets product walkthrough
Untapped potential in Global Markets hedging
Hana Kim24/05/2025Delayed
Zenith Utilities GroupCredit & Limits Review
Submit credit increase request to risk committee
Credit line utilization near cap, increase requested
Vivian Ho30/05/2025Delayed
+ 160 additional actions.