Bookshelf v7.8: Siebel Financial Services: Institutional Finance

Table 16 lists the demo users for Siebel Financial Services: Institutional Finance.

Table 16. Demo Users for Siebel Financial Services: Institutional Finance
Username and Password	Name / Title	Application	Primary Responsibility	Role
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.