CIF, Screen Layout & Relationship Visibility
Focused feedback on how users access and view key customer information within MBS Core by Finovifi.
This subgroup will focus on improving how users access and view customer relationships, loans, deposits, CDs, and related account details within MBS Core by Finovifi.
Why This Matters
Small workflow improvements can create significant time savings across daily operations. This subgroup will help identify where automation, simplification, or process redesign could reduce rework, clicks, and manual handoffs.
Current Questions for This Subgroup
01
What daily, recurring, or end-of-day process creates the most unnecessary manual work today?
02
What currently takes too many clicks?
03
What part of the current workflow would you most like to see improved?
04
What tabs, quick links, or layout improvements would make the biggest difference?
05
Are there specific examples or screenshots you can share that would help illustrate the need?