Front Office Dashboard

Redesigned experience for all users using this unique dashboard that aggregates data to be viewed at a glance such as performance, calendar, banking products, and exchange rates for currencies.

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The Front-Office Dashboard accelerator is a dashboard where a front-office employee, i.e., a relationship manager can view the most important data about their upcoming tasks, calendar, performance, and exchange rate, as well as an integrated chat with colleagues. This dashboard is available to authenticated users of FintechOS Portal.

Value proposition:

  • A higher level of personalization and attention to detail. This dashboard is designed to display a lot of information in a concise manner. You can change the appearance within Innovation Studio.
  • Digital. The employees enjoy a way to digitize their tasks and view performance metrics in a chart.
  • Instant chatting. The solution offers a messaging system.
  • Digital Onboarding. The process of opening a current account can be triggered right from the dashboard.

The dashboard contains 10 major sections dedicated to different processes:

  • Products
  • Customers
  • My Calendar
  • Your KPIs this month
  • Your performance
  • Chat
  • Activities
  • Exchange rates
  • Top products
  • Training Module.

More details here.

This version is compatible with High Productivity Fintech Infrastructure v22.1. The supported operating system is Microsoft Windows 10, and the supported browser is Google Chrome.

  • Standard FintechOS infrastructure (with B2CPortal, B2CProxy and Jobserver)
  • Optionally, install the Mortgage Calculator 1.0.0.

 

More details here.

FrontOffice Dashboard


Version 1.0.0

Stable

Published on 27 May 2022 by FintechOS

Requirements

This version is compatible with High Productivity Fintech Infrastructure v22.1. The supported operating system is Microsoft Windows 10, and the supported browser is Google Chrome.

Prerequisites:

  • Standard FintechOS infrastructure (with B2CPortal, B2CProxy and Jobserver)
  • Optionally, install the Mortgage Calculator 1.0.0.

More details here.

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Tags

accelerator, commercialbanking, customerjourney, digital banking, KYB, Loan Simulation, retailbanking, SMELending, smeonboarding