Siebel Finance Functionality and Modules
Siebel Finance provides the following functionality:
Multiple lines of business management, permitting use by a range of users in retail and investment banking, which includes call center representatives, commercial bankers, investment bankers, mutual fund managers, small business officers, private bankers, division and regional managers, tellers, and others
Financial account management, allowing the user to see and manage different types of financial accounts such as checking, savings, mutual funds, and credit products
Campaign management, allowing product promotion to specific segments, accounts, and other targeted opportunities
Activity management, integrated with the Calendar, promoting streamlined call planning and call reporting
Enterprise-wide product management, promoting product information sharing across sales teams and regional branches
Knowledge management, supporting customer-service centers and providing solutions for Financial Services-specific inquiries
Multi-channel correspondence management, supporting a large number of inbound telephone calls, faxes, email, and Internet correspondence for customer service, sales, banking agents, and investment specialists
Outbound campaign management, supporting outbound calling for telesales, telemarketing, and meeting planning
Multi-channel relationship management, supporting all customer touch points and modules of interaction, which includes Supermarket, Call Center, Field Sales, Marketing, Sales, Service, Kiosk, Branch, and Relationship Managers