findemo – a core financial services demonstration solution screenshots
DESCRIPTION
FinDemo – A Core Financial Services Demonstration Solution Screenshots. Mark Margolis. Internal: http://aka.ms/crmtsp External: http://aka.ms/mscrm. FinDemo – Overview of Scenarios. Coming Soon. Asset & Wealth Management. Investment & Corporate Banking. Insurance. Commercial Banking. - PowerPoint PPT PresentationTRANSCRIPT
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FinDemo – A Core Financial Services Demonstration Solution ScreenshotsMark MargolisInternal: http://aka.ms/crmtspExternal: http://aka.ms/mscrm
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FinDemo – Overview of Scenarios
Asset & Wealth Management
Investment & Corporate Banking
Commercial Banking
Insurance Retail Banking
Broker Management
Coming Soon
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FinDemo – Overview Components
Research
Call Report
Itinerary Planning
Single Client View
Account Planning
Claims Dashboard
Client Insight & Client Value On Boarding
Funds & Investor Holdings
Policies Dashboard
User Adoption Dashboards
Opportunity Analytics
Deals
On Boarding Overview & Detail
Share of Wallet
Trades
Claims
Policies
Client Tree View
XRMC Activity Timeline
Fund & Investor Holdings
Multi Channel Usage
Account Plan Overview
Call Queue
Stock TickerUser Adoption Scoring
Multi Channel Interaction
Project Management
Supplier & RFP Management
Dashboards Features Components
InsideView Social Insights
SingleView360
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Fund & Investor Holdings
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Single Client View & Investor Profile
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Client Insight & Client Lifetime Value
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Onboarding
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Account Planning
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Multi Channel Interactions
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