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FinDemo – A Core Financial Services Demonstration Solution Screenshots

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.

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FinDemo – A Core Financial Services Demonstration Solution Screenshots

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  1. FinDemo – A Core Financial Services Demonstration Solution Screenshots Mark Margolis Internal: http://aka.ms/crmtsp External: http://aka.ms/mscrm

  2. FinDemo – Overview of Scenarios Coming Soon Asset & Wealth Management Investment & Corporate Banking Insurance Commercial Banking Retail Banking Broker Management

  3. FinDemo – Overview Components Components Features Dashboards Research Project Management InsideView Social Insights Account Plan Overview Claims Dashboard User Adoption Dashboards Single Client View Deals Client Tree View Trades Supplier & RFP Management SingleView360 Client Insight & Client Value Fund & Investor Holdings Policies Dashboard Funds & Investor Holdings On Boarding XRMC Activity Timeline Call Report Multi Channel Interaction Stock Ticker Share of Wallet Account Planning Claims User Adoption Scoring Call Queue On Boarding Overview & Detail Itinerary Planning Opportunity Analytics Policies Multi Channel Usage

  4. Fund & Investor Holdings

  5. Single Client View & Investor Profile

  6. Client Insight & Client Lifetime Value

  7. Onboarding

  8. Account Planning

  9. Multi Channel Interactions

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