research call report itinerary planning single client view account planning claims dashboard client...
TRANSCRIPT
![Page 1: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/1.jpg)
FinDemo – A Core Financial Services Demonstration Solution ScreenshotsMark MargolisInternal: http://aka.ms/crmtsp
External: http://aka.ms/mscrm
![Page 2: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/2.jpg)
FinDemo – Overview of Scenarios
Asset & Wealth Management
Investment & Corporate Banking
Commercial Banking
Insurance Retail Banking
Broker Management
Coming Soon
![Page 3: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/3.jpg)
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
![Page 4: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/4.jpg)
Fund & Investor Holdings
![Page 5: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/5.jpg)
![Page 6: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/6.jpg)
![Page 7: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/7.jpg)
Single Client View & Investor Profile
![Page 8: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/8.jpg)
![Page 9: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/9.jpg)
![Page 10: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/10.jpg)
Client Insight & Client Lifetime Value
![Page 11: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/11.jpg)
![Page 12: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/12.jpg)
![Page 13: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/13.jpg)
Onboarding
![Page 14: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/14.jpg)
![Page 15: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/15.jpg)
![Page 16: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/16.jpg)
Account Planning
![Page 17: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/17.jpg)
![Page 18: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/18.jpg)
![Page 19: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/19.jpg)
Multi Channel Interactions
![Page 20: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/20.jpg)
![Page 21: Research Call Report Itinerary Planning Single Client View Account Planning Claims Dashboard Client Insight & Client ValueOn Boarding Funds & Investor](https://reader035.vdocuments.us/reader035/viewer/2022062809/5697bf7d1a28abf838c849f5/html5/thumbnails/21.jpg)
© 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.