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.


Reviews

TypeREST API
OrganizationMulesoft Inc.
Published by
MuleSoft Solutions
Published onNov 10, 2023
Asset overview

Asset versions for 11.0.x

Asset versions
VersionActions
11.0.0