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Commercial Banking Relationship Solution
Explore features for nurturing corporate financial relationships with the Commercial Banking Relationship Solution. This solution deploys preconfigured features and sample data so you can get hands-on experience with minimal manual setup.
The solution automates the configuration of features, such as Business Relationship Plans (BRP), Interaction Summaries, Interest Tags, Timeline, and Business Milestones. The Commercial Banking Relationship Solution also helps admins deploy sample data and metadata, such as business accounts, contacts, action plan templates, and account plans.
- Get Started with Commercial Banking Relationship Solution
Before you start using Commercial Banking Relationship Solution, review the prerequisites, product navigation, and considerations. - Features, Predefined Components, and Sample Data of Commercial Banking Relationship Solution
Commercial Banking Relationship Solution is a comprehensive toolkit designed to accelerate your feature deployment. It combines standard Financial Services features with prebuilt configurations and sample data to get your solution up and running in minutes. - Considerations for Using Commercial Banking Relationship Solution
Before you install Commercial Banking Relationship Solution, review these considerations. - Use Commercial Banking Relationship Solution for Unified Relationship Management Experience
Discover how the features of the Commercial Banking Relationship Solution work together to help relationship managers grow business relationships and unlock cross-sell opportunities.
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