1 Overview of Corporate 360

This topic describes the overview about the Corporate 360 feature.

Corporate 360 is an essential feature, which is designed to simplify the work of RMs in the bank and save a significant amount of time. The customer-specific information displayed in Corporate 360 enables the RMs to stay up to date about their customers and perform actions that have strict deadlines.

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

• Customer Demographics of a corporate customer.
• Portfolio across all the products subscribed by the customer
• Actions of pending activities
• Sales Opportunities for automatic debit of loans received by the customer
• Service Requests raised by the customer that are yet to be addressed
• My Diary – A to-do list to plan and track the activities for relationship Manager

Table 1-1 Customer Demographic Sections

Sections	Description
Demographic Details	This topic provides the basic demographic information about the customer.
Stakeholders	This topic provides the key stakeholders for the business.
Financial Profile	This topic provides the financial details for the business.
Industry wise presence	This topic provides the different industry sectors that the business caters to.
Balance Sheet	This topic provides the balance sheet details for the business.
Country Wise Presence	This topic provides the list of countries where the business is operational.
Subsidiaries	This topic provides a view of the corporate's business hierarchy.
Rating	This topic provides the credit ratings for the corporate provided by rating agencies/internal ratings provided by the bank.