research call report itinerary planning single client view account planning claims dashboard client...
TRANSCRIPT
FinDemo – A Core Financial Services Demonstration Solution ScreenshotsMark MargolisInternal: http://aka.ms/crmtsp
External: http://aka.ms/mscrm
FinDemo – Overview of Scenarios
Asset & Wealth Management
Investment & Corporate Banking
Commercial Banking
Insurance Retail Banking
Broker Management
Coming Soon
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
Fund & Investor Holdings
Single Client View & Investor Profile
Client Insight & Client Lifetime Value
Onboarding
Account Planning
Multi Channel Interactions
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.