List of Topics

This guide is organized into the following topics:

Table -1 List of Topics

Topic Description

Overview of Corporate 360

This topic provides an overview of the Corporate 360 feature.

Get Started

This topic provides information on how to view Corporate 360.

Customer Demographics

This topic provides the basic details about the corporate’s business.

Portfolio

This topic provides the details of the product portfolio held by the corporate with the bank.

Actions

This topic provides information about the pending actions related to the client.

Sales Opportunities

This topic provides information about the sales opportunities (upsell/cross-sell) associated with the corporate customer.

Service Requests

This topic provides information about the outstanding service requests raised by the customer.

My Diary

This topic provides information about tracking the to-do list for a relationship manager.