Top CRM Packaged Solutions in the Industry

Salesforce
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Salesforce
Different Modules

Siebel
Siebel Finance includes the following modules:

Small Business Banking. Formerly called the Business Relationship Management module, this module is primarily targeted at Busine
primary users of this module include vice presidents, assistant vice presidents, line officers, and credit officers who have responsibility
officers, or bankers. The Small Business Banking module provides detailed client profile information, competitive information, and sum
business customers.

Needs Analysis/Applications. Siebel Needs Analysis/Applications, which is designed for sales personnel, their managers, and their a
product recommendations for deposit, investment, and home banking products for consumers and small businesses.The Needs Analys
establish new liabilities products or services for customers. This module supports universal applications to facilitate a streamlined appli

Call Reports. Siebel Call Reports are records of meetings and conversations with clients or other organizations and individuals. Financ
customers.

Credit Origination. The Siebel Credit Origination module supports loan origination. This module helps call center, field, and branch pe
products, prequalify the customer, take the application, provide additional information about the product's fees, rate, and conditions, a
with the five most frequently used calculators in the industry, which includes Loan Amount, Monthly Payment, Loan Comparison, Refina

Financial Accounts. The Siebel Financial Accounts module allows organizations to view account details along with associated transact
deposit (CDs), and all types of loans. It also includes investment accounts and holdings.

Securities. Siebel Finance also provides functionality for investment accounts that support brokerage financial accounts and their rela
securities (stocks, bonds, mutual funds, options, or unit investment trusts [UITs]) that make up these holdings. A financial institution u

Institutional Sales & Research. Siebel Institutional Sales & Research provides a client management system for securities firms serv
regions, Siebel Finance allows client team members to work with the entire firm's relationships and competencies, thus institutionalizin
functionality:
1. Holdings & Interests Tracking. Siebel Institutional Sales & Research provides institutional salespeople with a tool for tracking clie
holdings data, and also allows individual salespeople to import spreadsheets sent to them from clients. Salespeople can query holdings
Siebel CTI. Activity records are automatically generated, thus reducing data entry for the salesperson while still maintaining accurate c
2. Research Distribution Management. Siebel Institutional Sales & Research provides a central repository for company research pu
Finance automatically tracks research distribution, allowing sales and research professionals to better understand their clients' interest
its research is being distributed, and to manage entitlements.
3. Investor Profiling. Siebel Institutional Sales & Research provides institutional salespeople with an understanding of organizations
the investor, and the literature distributed to the organization. As well, you can integrate Siebel Finance with external news sources to
4. Securities. Siebel Institutional Sales & Research includes the Securities module. This module provides for the set up and profiling o
a picture of each security available for sale to his or her clients, which includes literature about the security and information about mut

Commercial Banking Loan Approval. Siebel Commercial Banking Loan Approval provides the necessary tools and functions for the c
approval process in commercial banking. It allows agents to capture the information necessary for a credit committee to make decision
information includes the Request Summary view, and displays general information about the primary borrower and the relationship. Th
information about the specific facilities for which approval is requested.

Corporate & Commercial Banking. Siebel Corporate & Commercial Banking is designed for financial services professionals working w
the customer relationship management features of Siebel Finance.
Company profiling provides corporate bankers with an in-depth picture of companies, which includes their investment and financial profile,
quick snapshots of the key information about the company. Siebel Corporate & Commercial Banks includes the following functionality:

Retail Brokerage. Siebel Retail Brokerage provides tools that allow an advisor or a broker to provide the right advice to the right cust
increased profitability for the financial institution. Siebel Retail Brokerage includes the following functionality:
Household Holdings. Because retail brokerage sales are often to residents in the same household, this module also provides the tota
provides the advisor the ability to select and aggregate holdings for a household with multiple accounts, view the time-weighted rate o
portfolio by asset class or by industry sector against a selected model portfolio.
Holdings & Interests Tracking. Brokers and advisors can use this module as a tool for tracking an individual's holdings and interests
individual brokers and planners to import spreadsheets sent to them from clients. Brokers and advisors can query holdings and interes
generated, thus reducing data entry for the salesperson while still maintaining accurate contact histories.
Securities. Siebel Retail Brokerage includes the Securities module. This module provides for the setup and profiling of securities, whic
provided with a picture of each security available for sale to his or her clients, such as literature about the security and information abo
Research Distribution Management. Siebel Retail Brokerage provides a central repository for company research publications, and a
automatically tracks research distribution, which allows sales and research professionals to better understand their clients' interests. T
which its research is being distributed and to manage entitlements.

Retirement/Pension Management. Siebel Retirement/Pension Management provides comprehensive support for group pensions. It
such as 401(k) plans and occupational pensions, and defined benefit plans. It is designed to meet the needs of sales and service profe
pension plans, plan classes, plan eligibility rules, and plan funding vehicles. Siebel Retirement/Pension Management also provides eligib
management, as well as a participant beneficiary management.

Siebel Retirement/Pension Management includes the Securities module that provides for the set up and profiling of funding vehicles su
each mutual fund available for investment under the terms of the plan, which includes literature about the fund, fund objectives, risk profile

Investment Banking. Siebel Investment Banking offers investment bankers and their managers the tools to identify which customers
includes the following functionality:
Company Profiling. Company profiling provides investment bankers with an in-depth picture of companies. This information includes
provide quick snapshots of the key information about the company.
Investor Profiling. Siebel Investment Banking provides bankers with an understanding of companies as investors with their holdings
Users can integrate Siebel Finance with external news sources to display additional information about the investor.
Research Distribution Management. Siebel Investment Banking provides a central repository for company research publications, an
tracks research distribution, which allows sales and research professionals to better understand their clients' interests. The firm can als
distributed, and to manage entitlements.

Investment Management. Siebel Investment Management gives the account manager the tools to determine how best to build and
provided on customer financial accounts and holdings, as well as recent activity within customer accounts. Siebel Investment Managem
Company Profiling. Company profiling provides account managers with an in-depth picture of companies. This information includes t
quick snapshots of the key information about the company.
Investor Profiling. Siebel Investment Management provides account managers with an understanding of companies as investors with th
literature distributed to the company. Users can integrate Siebel Finance with external news sources to display additional information a
Holdings & Interests Tracking. It also provides account managers with a tool for tracking holdings for both corporate and individual
data, and also allows individual account managers to import spreadsheets sent to them from clients. Account managers can query hold
are automatically generated, thus reducing data entry for the salesperson, while still maintaining accurate contact histories.
Research Distribution Management. Siebel Investment Management provides a central repository for company research publication
automatically tracks research distribution, which allows sales and research professionals to better understand their clients' interests. T
research is being distributed and to manage entitlements.

Rollup. Siebel Rollup provides a comprehensive view of a client relationship in a single click, thereby eliminating the process to co
Siebel Rollup offers four views of the relationship with a clientActivities, Opportunities, Coverage Team, and Contacts. These view
Contacts Rollup view displays all contacts associated with the selected company, all subsidiaries of the selected company, and the