Siebel Finance Basic Functionality and Modules

Siebel Finance Basic (exclusively for customers upgrading from the Siebel Janna applications) provides comparable functionality to Siebel Janna for Institutional Finance or Siebel Janna Contact Enterprise, which includes the following functionality:

• Relationship management, provides a graphical, hierarchical representation of an entity’s relationship with other entities for use by a range of users in financial services

• Specific querying, which allows product promotion to specific segments, accounts, and other targeted opportunities

• Activity management, integrated with the Calendar, promotes streamlined call planning and call reporting

• Enterprise-wide literature repository at your employees' fingertips, provides information sharing across sales teams and locations