1 Overview of Retail 360

This topic describes the overview of the Retail 360 feature.

Retail 360 is an essential feature that is designed to simplify the work of Relationship Managers (RM) in the bank and save a significant amount of time. The customer-specific information displayed in Retail 360 enables the RM to stay up to date about their customers and perform actions that have strict deadlines on time.

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

Table 1-1 Customer Demographic Sections

Sections	Description
Account Information	This section provides the account information on all the customer accounts.
Standing Instructions	This section provides the standing instructions for automatic debit of loans received by the customer.
Alerts	This section provides the alerts on pending activities.
Pending Activities	This section provides the pending activities of both the bank and the customer.
Pending Requests	This section provides the pending requests from the customer.
Offers and Schemes	This section provides the offers and schemes availed by the customer.
Upcoming Events	This section provides the upcoming events of the customer.