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Comprehensive Financial Services Demonstration Solution Overview

Explore the FinDemo, a cutting-edge demonstration solution designed to showcase core financial services. This overview covers essential components and features such as dashboards, client insights, investment management, and more. Learn about various scenarios including asset and wealth management, corporate banking, retail banking, and insurance services. Delve into user adoption dashboards, multi-channel interactions, account planning, and policy management. The FinDemo solution enhances understanding and engagement through innovative visual tools and insights, preparing you for future financial service challenges.

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Comprehensive Financial Services Demonstration Solution Overview

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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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