List of 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 corporateās 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. |
Parent topic: Preface