FINS Call Report Detail

Displays call report details, participating contacts and employees, action items, and notes of a single call report.

Call Reports > My Call Reports

Detail

FINS Call Report Summary

Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.

Call Reports > My Call Reports

Summary

FINS Commercial Banking Client Profile

Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.

Companies > My Companies

Commercial Profile

FINS Commercial Deal Pipeline - Close Date

Displays the opportunity pipeline of commercial deals, grouped by closed date.

Opportunities > My Opportunities

Commercial Pipeline by Close Date

FINS Commercial Deal Pipeline - Primary Rep

Displays the opportunity pipeline of commercial deals, grouped by primary sales representative.

Opportunities > My Opportunities

Commercial Pipeline by Primary Rep

FINS Commercial Deal Pipeline - Sales Cycle

Displays the opportunity pipeline of commercial deals, grouped by sales cycle.

Opportunities > My Opportunities

Commercial Pipeline by Sales Cycle

FINS Contact Profile

Displays contact profile information such as name, address, date of birth, interests, experience, and activities.

Contacts > My Contacts

Profile

FINS Deal Source - Close Date

Displays lists of deals grouped by close date, with information such as company, sales cycle and primary sales representatives.

Opportunities > My Opportunities

Source by Close Date

FINS Deal Source - Primary Rep

Displays lists of deals grouped by primary representatives, with information such as company, sales cycle and close date.

Opportunities > My Opportunities

Source by Primary Rep

FINS Deal Source - Source

Displays lists of deals grouped by referral source, with information such as company, sales cycle and primary sales representatives.

Opportunities > My Opportunities

Source by Source

FINS Deal Source - Source Type

Displays lists of deals grouped by referral source type, with information such as company, sales cycle and primary sales representatives.

Opportunities > My Opportunities

Source by Source Type

FINS Investment Banking Client Profile

Displays the company profile of investment banking clients including a corporate summary, financial profile, stock market data, subsidiaries, contacts, and activities.

Companies > My Companies

Investment Profile

FINS Investment Deal Pipeline - Primary Rep

Displays opportunity pipeline of investment deals, grouped by primary representative.

Opportunities > My Opportunities

Investment Pipeline by Primary Rep

FINS Investor Profile

Displays profiles of investors including specialties, industry, vehicles, holdings and transactions.

Investors > My Investors

Profile

FINS Portfolio Roll-Up - Primary Rep

Displays lists of companies and their loans and deposits, grouped by primary representatives.

Companies > My Companies

Roll-Up by Primary Rep

FINS Portfolio Roll-Up - Relationship

Displays lists of companies and their loans and deposits, grouped by relationships.

Companies > My Companies

Roll-Up by Relationship

FINS cBanking Credit Request Borrower Summary

Displays a summary of the credit request, profile of the borrower, and the facility.

Commercial Loan > My Requests

Credit Request Borrower Report

FINS cBanking Credit Request Facility Summary

Displays the detail of the credit request facility including collateral, guarantor, and fee.

Commercial Loan > My Requests

Credit Request Facility Report

FINS cBanking Credit Request Summary

Displays the detail of the credit request including decisions, key credit issues, and underwriting standard.

Commercial Loan > My Requests

Credit Request Report