Table 16. Demo Users for Siebel Financial Services: Institutional Finance
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BKEMPER |
Bonnie Kemper / Director - Commercial Banking |
Siebel Finance Call Center |
IF Manager - Commercial Banking |
Kemper uses Siebel Finance Sales to manage all personal and team contact, opportunity, loan request, and Forecast information for commercial banking. |
CBAXTER |
Charlie Baxter / Relationship Manager |
Siebel Finance Call Center |
IF Banker - Commercial Banking |
Baxter uses Siebel Finance Sales to manage all personal contact, opportunity, loan requests, and forecast information for commercial banking. |
EASPEN |
Eve Aspen / Events Administrator |
Siebel Finance Call Center |
IF Events Administrator - Institutional Sales |
Aspen uses Siebel Events Manager for Finance to plan and manage institutional marketing events. |
FPRICE |
Francis Price / Financial Advisor - Private Client Services |
Siebel Finance Call Center |
IF Broker - Wealth Management |
Price uses Siebel Finance to manage all relationship functions related to financial planning and wealth management across retail brokerage and wealth management. |
IBARNES |
Ian Barnes / Vice President |
Siebel Finance Call Center |
IF Banker - Investment Banking |
Barnes uses Siebel Finance Sales to manage all personal deals, forecasts, client, and event information for investment banking, while respecting all Chinese Wall security requirements. |
ISTONE |
Irene Stone / Vice President Equity Sales |
Siebel Finance Call Center |
IF Sales Manager - Institutional Sales |
Stone uses Siebel Finance Sales to manage client relationships, sales, and call list information for institutional sales. |
MDONAHUE |
Michael Donahue / Senior Managing Director |
Siebel Finance Call Center |
IF Manager - Investment Banking |
Donahue uses Siebel Finance Sales to manage investment banking client relationships, while adhering to Chinese Wall security requirements. He also performs sophisticated analysis on revenue pipelines and forecasting. |
RADAMS |
Robert Adams / Research Analyst |
Siebel Finance Call Center |
IF Sales Rep - Institutional Sales |
Adams uses Siebel Finance Sales to manage client relationships and to maintain and distribute research. |