FINS BIAN Product Expert Sales Support Process API
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Examples of Use
A relationship manager requests specialist support for a customer seeking investment product selection advice
Role Definition
Track availability and utilization and assign product specialists to support sales activity (for both internal customer up-sell and external prospect acquisition activity). This can include the administration of customer fees/charges if applicable
Related Business Scenarios
HANDLE MORTGAGE LOAN APPLICATION
HANDLE REQUEST FOR WINDFALL INVESTMENT
CONDUCT CORPORATE LOAN COLLATERAL DUE DILIGENCE
HANDLE REQUEST FOR CREDIT FACILITY
HANDLE REQUEST FOR INVESTMENT PLAN
Core Business Object
SALES SPECIALIST SUPPORT ASSIGNMENT SESSION
Key Features
- Track the availability of specialist product support
- Assign resources in response to support requests
Obtain and process feedback from customers as to the effectiveness and impact of support
Customers can use this integration template to accelerate implementation.