1.2.6 Interested Products

This topic describes about all the bank products relevant to the customer displayed on the Interested Products screen.

The relationship manager can select the products in which the customer has shown interest to associate the same with the customer.

  1. Click Next in the Onboarding Initiation screen.
    The Interested Products screen displays.

    Figure 1-35 Initiation - Interested Products



  2. Select the products based on the customer’s interest.
  3. Specify the requested value for the selected products.
  4. Click Next to move to the Comments segment.