Commercial bankers can manage complex and changing customer requirements, compliance
issues, and the competitive landscape with an easy-to-use and comprehensive console application
for commercial banking.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise,
and Unlimited Editions
Bankers and customer service representatives (CSRs) can get a comprehensive view of their
customer details and activities in one page by using the new Commercial Banking console app.
CSRs can use the console to proactively engage with customers and resolve their questions,
address their requests, search for relevant knowledge articles, get alerts for related records
that need attention, and run actions to resolve member requests. CSRs can also track previous
interactions on a timeline and check related
records.
The commercial banking console app offers prebuilt features to streamline client interactions
for commercial bankers. The
home
page shows key updates, recent accounts, cases, and applications, along
with opportunities, tasks, and events to help bankers manage their time efficiently. Bankers
can access a customer's profile card, view interaction history, financial account details,
receive record alerts and take relevant actions, and document interactions—all conveniently
accessible on various object record detail pages.
The console app has these preconfigured components on the Home page:
Assistant
Recently Viewed Opportunities
Recent Items
Recent Records
Events
Tasks
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