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Siebel Financial Services: Institutional Finance


Table 15 lists the demo users for Siebel Financial Services: Institutional Finance.

Table 15. 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.

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