Front-Office Dashboard

May 6th, 2022

NOTE  
This is part of the FintechOS 22.R2 release. Please check the main release notes for more information.

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.

Main Features

The dashboard comes with the following main features:

  • revolving notifications

  • list of products

  • list of customers

  • calendar

  • KPIs and performance grids

  • chat

  • exchange rates

  • activities

  • training module

Read more about this dashboard in the user guide.