Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage >

About Siebel eBrokerage

Siebel eBrokerage is a Web-based interface that allows investors to manage their brokerage accounts and to resolve service issues with brokerage firms. Investors include both individual investors and large financial institutions, such as pension funds, investment funds, and money management groups. Siebel eBrokerage is completely integrated with Siebel Financial Services applications, so a call center agent can use a single dashboard for queuing, viewing, and resolving issues that customers submit through the Web, through email, or by telephone.

NOTE:  Siebel eBrokerage is a customized version of Siebel eBanking that contains the Relationship page, the Trades page, and a customized home page.

Siebel eBrokerage contains all of the functionality of Siebel eBanking. In addition, customers can perform the following self-service tasks:

• Trade stocks, bonds, mutual funds, and options.
• Set up recurring transfers between their bank and brokerage accounts.
• Transfer money by wire.
• Request a copy of a check drawn on their funds.
• Perform a full text search of a knowledge base of frequently asked questions (FAQs) to help resolve a service issue.

Siebel eBrokerage provides the following channels for customers to get help from call center personnel:

• Customers can create or update a service request. They can attach documents and lengthy descriptions to help communicate the problem. A service agent can update the service request with solutions or documents relating to the problem. You can activate workflow policies to notify a customer by email when an agent updates a service request.
• A customer can communicate with service agents by email.

Siebel eBrokerage provides the following additional features:

• You can configure Web pages, views, and applets to conform to a customer's business model and the look and feel of a customer's Web site.
• A salutation applet greets a registered user after login. You can configure this applet to contain any targeted content, such as promotions, service request update information, or a birthday greeting.
• Contact-based login minimizes the number of accounts required to support all customers receiving Web-based support.
• Customers have contact-based data visibility, so they see only their own data.
• Call center agents have a history of each user readily available that is independent of the channel of communication that the user chooses.
• Business-to-business relationships benefit from the delegated administration feature. Registered users with expanded responsibilities can add new users at their site, reducing the administrative load at the Siebel eBrokerage host company.