Draniem Daamul
April 20, 2013
Shamcey Sindilmaca
April 19, 2013
Nusja Paul Nawancali
April 19, 2013
Rose Cerona
April 18, 2013
John Doe
April 16, 2013
Sample Text Here
Tools
Launchpad for tools that don't depend on a Customer
List would be customized for those tools the officer would actually use
(eg. would not list CIS if officer doesn't have access to CIS)
Calculator & Tools
| Calculators | Goal | Date Last Used | Times Used |
|---|---|---|---|
| Step One Savings Calculator | Calculate savings based on contribution amount, frequency and rate of return | 12/12/2012 | 3 |
| Car Insurance | Calculate insurance based on the vehicle specification and customer lifecycle | 01/11/2011 | 5 |
| Car Loan | Calculate loan based on banking relationship | 02/05/2012 | 2 |
| Credit Card | Calculate different kind od credit cards | 15/3/2011 | 1 |
| MortGage Payment | Calculate mortgage details and payment options | Never Used | 0 |
| Education Savings | Calculate children's education savings | 13/7/2011 | 1 |
| Loyalty Scotia Rewards Plus | Calculate rewards based on banking relationship | Never Used | 0 |
| Tools | Goal | Date Last Used |
|---|---|---|
| Get More | Access to the user's GetMore Reports | 10/9/2011 |
| Investment Selector | Identify customer's investor profile | 9/9/2011 |
| CIS Worklist | Opens a separate window with the CIS Officer Worklist |