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This topic describes the detailed information on the various tiles/sections of the Retail 360 page.
Retail 360 enables the user to view all the necessary information about the customer from a single place. The Retail 360 page can be viewed using the Customer Search option.
This topic contains the following subtopics:
- Retail 360 Page
This topic provides systematic instructions to view the customer details in Retail 360 page. - Personal Information
This topic provides the systematic instruction to view the personal information about the customer in the left pane of the Retail 360 page. - Account Information
This topic provides systematic instruction to view the balance details and outstanding information of all the customer accounts at the top of the Retail 360 page. - Pending Activities
This topic describes the information to view the activities that are pending from the RM and the customer. - Alerts
This topic describes the information on the alerts that require the immediate action, such as payment overdue. - Pending Requests
This topic describes the information to view the requests that are made by the customers and not yet responded by the bank. - Upcoming Events
This topic describes the information to view the schedule of the customer based on their activities. - Total Relationship Value
This topic provides systematic information to view the total value of the relationship between the customer and the bank in terms of assets and liability. - Last Five Transactions
This topic describes the information to view the last five transactions done by the customers. - Fee Income Products
This topics describes the information to view the groups and lists the products through which the bank gains income from the customer. - Standing Instructions
This topic describes the information to view the standing instruction sets for the customer accounts. - Offers and Schemes
This topic describes the information to view the offers and schemes that are already availed by the customers.