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Investors

In Siebel eFinance, investors are financial organizations, such as mutual fund or money management institutions; investors are not contacts. The Investors screen provides information about investors, including investors' preferences, holdings, and transactions.

Investor information is critical to both investment bankers and commercial bankers. Investment bankers rely on their knowledge of investors to complete transactions for their corporate finance clients. Commercial bankers often evaluate the strength and track record of investment groups when making credit decisions. Both types of bankers rely on investors in their professional networks as important sources of high-quality opportunity leads.

The Investors screen includes the following views and filters:

Your responsibilities determine which of these are available to you. The procedures in this chapter that describe using the My Investors view can also be performed using the My Team's Investors view, the All Investors view, or the All Investors Across Organizations view.

You can save time and reduce keystrokes by using a workflow to automate steps that are repeatedly performed by end users. For more information, see Siebel Business Process Designer Administration Guide for Financial Services.


 Siebel eFinance Guide 
 Published: 20 October 2003