O R A C L E D A T A S H E E T – W I N T E R ‘ 1 5

Oracle Sales Cloud for the Financial Services Industry Retail Banking

Oracle Sales Cloud for Financial Services enables financial institutions to

modernize their branches and take customer retail experience to the next

level. By providing a single 360° view of customer information and

interactions, banks can build a personalized relationship with each customer

and offer financial products and services that best suit a customer’s unique

needs. With an integrated Marketing Cloud solution, banks can automate the

process of identifying, nurturing and creating referrals to cross-sell products

across any channel including social, mobile and web.

K E Y F E A T U R E S

• Tailored Banker Application facilitates faster account origination process

• Dynamic Needs Analysis Offers Real-Time Quotation

• Financial Accounts and Transactions views in Contact and Household detail

• Financial Accounts Snapshot and Average Monthly Balance reports

K E Y B E N E F I T S

• Increase retail banker productivity and effectiveness

• Increase customer satisfaction by offering the right financial products at the right time

M O D E R N S A L E S I N T H E C L O U D

• Fast and Easy

• Productive and Mobile

• Insight Driven

• Collaborative and Social

• Effective and Revenue Generating

R E L A T E D P R O D U C T S

• Oracle Sales Cloud

• Oracle Marketing Cloud

• Oracle Service Cloud

• Oracle Policy Automation

Tailored Banker Application Oracle Sales Cloud offers a unique user experience for retail bankers by focusing on customer engagement and productivity tools for selling financial products and services to existing or prospective customers. Retail Bankers can access Oracle Sales Cloud on their tablet or desktop:

• Tailored menus, screens and business flows for Retail Banking • Financial Accounts and Transactions views for an individual contact, or an

aggregated household portfolio • Financial Accounts Snapshot report • Average Monthly Balance reports - cash and credit accounts • Dynamic Needs Analysis quotation in Opportunity Management

Image 1: Home Page shows tailored menu for Retail Bankers

2 ORACLE SALES CLOUD FOR THE FINANCIAL SERVICES INDUSTRY - RETAIL BANKING

O R A C L E D A T A S H E E T

R E L A T E D P R O D U C T S

• Oracle Sales Cloud

• Oracle Marketing Cloud

• Oracle Service Cloud

• Oracle Policy Automation

Financial Accounts and Transactions Contact and household details offer a complete view of customer information across all channels. This includes Financial Accounts and Financial Transactions views. Access to financial accounts and recent transactions help Retail Bankers by offering the right financial products to customers as well as resolving service requests. Image 2: Financial Accounts displays key information

Financial Accounts Snapshot and Historical Balance Reports in contact and household detail screens provide a snapshot of customer financial accounts as wells as historical balance.

The Financial Accounts snapshot gives provides a quick view of a customer’s active, pending and expired accounts. The Monthly Balance reports provide an overview of customer cash and credit accounts. They enable retail bankers to evaluate customer cash flow and borrowing habits. Image 3: Average Monthly Balance shows historical cash and credit balance

3 ORACLE SALES CLOUD FOR THE FINANCIAL SERVICES INDUSTRY - RETAIL BANKING

O R A C L E D A T A S H E E T

Dynamic Needs Analysis Offers Real-Time Quotation Retail Bankers are able to assess customer financial needs and offer the best financial products or services. Leveraging a modern rules engine platform (Oracle Policy Automation) in the cloud, Oracle Sales Cloud embeds real-time quotation flow into the bank’s sales process and further automates standard business flows such as loan origination.

Image 4: Dynamic Needs Analysis flows based on Loan Type

Image 5: View of Recommended Financial Products based on customer Needs Analysis

Sell More, Know More, Grow More Oracle Sales Cloud for Financials enables financial institutions to be successful in transforming their branch experience by offering modern tools to modern bankers that engage and delight their customers. With Oracle Sales Cloud’s tablet friendly application, sales bankers can become truly mobile rather than being tethered to their desk while empowering them to offer the right financial solutions to the right customers at the right time.

4 ORACLE SALES CLOUD FOR THE FINANCIAL SERVICES INDUSTRY - RETAIL BANKING

O R A C L E D A T A S H E E T

Tailor for SaaS, Enrich for PaaS

Oracle's standards-based, open and flexible platform makes it easy to rapidly

build and deploy rich applications or integrate with and extend Oracle Sales

Cloud. Oracle’s configuration and customization toolset enables business

users to easily tailor for Software-as-a-Service (SaaS) to meet the unique

needs of each business. Oracle’s Platform-as-a-Service (PaaS) solution

provides development and runtime platforms that can be used to enrich and

extend the Oracle Sales Cloud solution and offers products to enhance sales

team collaboration. Prebuilt cloud and on-premises integrations With Oracle

ERP and Siebel applications offer complete solutions for sales teams.

C O N T A C T U S For more information about Oracle Sales Cloud for the Financial Services industry – Retail Banking, visit oracle.com or call +1.800.ORACLE1 to speak to an Oracle representative.

C O N N E C T W I T H U S

Oracle.com

Oracle Sales Cloud on YouTube

Oracle Sales Cloud Facebook

Empowering Modern Business in the Cloud Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 0914