Help Me With Sign Indiana Banking Word

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the marketplace for retail banking is a win-win situation for banks sellers and customers bringing them together means benefits for all sides the customer has variety of choice the seller gains visibility and you as a bank gain more loyal customers and increased sales great business idea isn't it but building and using such a marketplace sounds like a real struggle not if you choose retail banking accelerator by osf digital i'm connor business analyst at osf digital and your demo post for today i'm going to use the next few minutes to show you several use cases of our retail banking accelerator a retail banking dedicated accelerator powered by four salesforce clouds commerce community marketing and sales cloud i'll just switch to my demo sandbox and walk you through the journeys here we are in the first scenario where i'm a potential customer navigating through the storefront powered by salesforce commerce cloud since i'm undecided the product finder tool comes in handy how about buying a house i have two interesting loan options but i'll choose a mortgage all the information i need about the mortgage is going to be right here what's more i can also customize the mortgage loan according to my needs this dynamic form can instantly calculate an offer using on point questions such as borrowed amount loan time frame and monthly income on the side screen i can see some alternatives i might be interested in but let's stick with the requested offer the next step is to fill in some basic personal information and then click apply the account is quickly set and i've just received the confirmation email going back to the platform i complete my application by clicking apply now and waiting for its revision i can always check the status of my application from the account created for me in the meantime the loan officer will use the application section in salesforce sales cloud to view all the loan applications submitted within the platform when selecting the application i submitted earlier as a customer the loan officer can see complete information about it the close date of the loan its stage the requested amount period of the loan monthly installments and interest percentage for a better overview the progress bar displays all the stages of an application pre-qualification processing additional info required pending approval underwriting credit decision quality check and closed and the progress bar will always indicate the current stage the loan officer can always update the status of the application once the application process is completed the status will be updated to close in the third scenario i come back to my customer role and i intend to buy a tv device from shopping plaza looks like mitsubishi 149 is the one for me let's go on to learn more details about the tv great looks like i can purchase this for 67.50 a month if i choose the six month plan after i agree to the seller policy i can click the buy now button and proceed to my loan summary the summary is easy to understand so here i can see the loan value how much i have to repay monthly installments as well as the interest type and value everything i need to see as a customer is presented to me on the same screen so i'm going to click on apply now and move to the guest checkout the final step i have to take is to film some basic information about myself so my full name contact details and then i can submit my application and there we go done also whenever i need to check the status of my request i can go to the my applications section within my account the seller portal is a section where sellers manage their offers and submit them to approval for publishing so let me put on my seller hat and i'll introduce you to this portal powered by salesforce community cloud the first thing i'm going to need to do is set up the seller policy in the main menu i'm going to navigate to the policies section and then click on the new policy button next i have to fill in the policy terms set an expiration date and then click save once completed all i have to do is wait for the policy to be published and become visible on the marketplace simple as that moving on to the product section here i can list my products in the shopping plaza section from the storefront there are just a few simple steps first fill the product name then i'll select its category choose the available inventory add the product code then write a catchy description and set the price after clicking save the product is sent to review but i can easily check its status in this case both my product and the policy i set earlier a pending review from the shopping plaza manager when the revision is final the product in the policy will be visible on the storefront in the shopping clauses section another great component of our retail banking marketplace which is powered by salesforce community cloud is the administrative portal the place where the seller's requests are handled stay with me to see the journey of a shopping plaza manager when accessing the policies section i can check the policies submitted by sellers both rejected or pending approval i can either accept or reject a policy by simply clicking on the buttons on the right side of the dashboard in the case of rejecting a policy i will also have the option to write a reason for rejection as well it's almost exactly the same for the product section except here i can also view product specific information such as inventory price or category once a product is approved it will become visible in the shopping clauses section of the storefront thanks for joining me in these multi-view scenarios you can offer the same experience to your customers internal teams and partners with our retail banking accelerator for salesforce clouds if you want to start from scratch to offer complete service with your retail banking marketplace idea we are open to share our expertise our retail banking specialist will provide you with all the information you need for your digital transformation journey thank you