API Console

Swagger | Microservice

Executive Summary

Administer the availability and allocation of product specialists to support sales activity

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