Overview

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.

Business Pain Points

The Front-Office Dashboard accelerator by FintechOS is aimed at resolving some of the pain points when working at a bank:

• working with multiple software to get data from;
• unable to keep track of tasks;
• misinformation about the bank's products;
• manual verification of exchange rates;
• difficult to find out your performance during a fixed time interval.

The Front-Office Dashboard by FintechOS solves these pain points by offering a fully digital seamless way for your employees to work more efficiently.

Advantages of the Front-Office Dashboard

Here are some of the major benefits the solution offers through FintechOS:

• 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.