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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

Mark Margolis

Internal: http://aka.ms/crmtsp

External: http://aka.ms/mscrm

findemo overview of scenarios
FinDemo – Overview of Scenarios

Coming Soon

Asset & Wealth Management

Investment & Corporate Banking

Insurance

Commercial Banking

Retail Banking

Broker Management

findemo overview components
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