2 Get Started
This topic describes the detailed information on the various tiles/sections of the SMB 360 page.
SMB 360 enables the RM to view all the necessary information about the customer from a single place. The SMB 360 page can be viewed using the Customer Search option.
This topic contains the following subtopic:
- SMB 360 Page
This topic provides the systematic instructions to view the customer details in SMB 360 page. - Business Details
This topic describes the basic details of the SMB customer in the top left pane of the SMB 360 page. - Owner Details
This topic describes the information to view the owner details of the business. - Total Relationship Value
This topic describes the information to view the total value of relationship between the customer and the bank in terms of assets and liability. - Account Information
This topic provides the systematic instruction to the balance details and outstanding information of all the customer accounts at the top of the SMB 360 page. - Transactions
This topic describes the information about the recent transactions done by the customers across all accounts. - 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. - Stakeholders
This topic describes the information about the stakeholders of the SMB customer. - Alerts
This topic describes the information on the alerts that require immediate action, such as payment overdue. - Pending Activities and Requests
This topic describes the information about the pending activities and customer requests. - Upcoming Events
This topic describes the information to view the schedule of the customer based on their activities. - Offers and Schemes
This topic describes the information about the offers and schemes availed by the customers.