About Managing Financial Service Applications
Siebel Financial Services Customer Order Management for Banking provides financial institutions with a graphical user interface that allows bank sales representatives to create and manage orders for financial services through their entire life cycle. The Financial Applications screen provides users with a way of viewing orders for financial products and services. This information includes contact summary, financial account summary, account balances, and financial product details.
Siebel Financial Services Customer Order Management for Banking allows users to:
Create orders for financial products and services
Create orders to modify existing financial products and services
Generate order information for submission to back-office billing and fulfillment systems
Create and maintain financial applications for multiple product types, which includes checking accounts, savings accounts, credit card accounts, or debit card accounts, and so on.