1 Overview - SMB 360

This topic describes the overview about the Small and Medium Business (SMB) 360 feature.

Small and Medium Business 360 or SMB 360 is an essential feature designed to simplify the work of RMs in the bank and save a significant amount of time. The customer-specific information displayed in SMB 360 enables the RM to stay up to date with their customers and perform actions that have strict deadlines on time.

Some of the most required information displayed in SMB 360 are:

Table 1-1 Customer Demographic Sections

Sections	Description
Demographic Details	This section provides the basic demographic information about the customer.
Owner Details	This section provides the owner details of the SMB customer.
Total Relationship Value	This section provides the total relationship value for the SMB Customer’s relationship with the Bank.
Account Information	This section provides the account information on all the customer accounts.
Transactions	This section provides the transactions on all the customer accounts.
Fee Income Products	This section provides the fee income products for the SMB Customer.
Standing Instructions	This section provides the standing instructions for automatic debit of loans received by the customer.
Stakeholders	This section provides the key stakeholders for the SMB customer.
Alerts	This section provides the alerts on pending activities.
Pending Activities	This section provides the pending activities of both the bank and the SMB customer.
Offers and Schemes	This section provides the offers and schemes availed by the SMB customer.
Upcoming Events	This section provides the upcoming events of the customer.