Oracle FLEXCUBE Investor Servicing

Course Details
Code FLUB-INV-LS
Tuition (USD): $4,995.00 • Subscription

This learning subscription is an all digital learning solution for anyone on your team seeking functional training on Oracle FLEXCUBE Investor Servicing (FCIS). You get 24/7 access to a comprehensive set of high definition training videos delivered by Oracle experts throughout the subscription period. Step-by-step demonstrations are included to illustrate how to use the software. The training in this learning subscription is updated for new features and product enhancements. With this learning subscription, develop an understanding of the functional architecture and various services that can be offered in the mutual fund industry. Learn how to set up and use your Oracle FCIS applications. Gain an understanding of how FCIS automates the entire transaction processing, registry, transfer agency and fund distribution functions within a mutual fund company. Explore how FCIS widens customer reach, enabling quicker launch of sophisticated fund structures, while reducing transaction costs.

Skills Gained

  • Perform the essential step-by-step set-up required to deploy the bank's Mutual Fund offerings.
  • Create diverse types of Mutual Fund products used by Mutual Fund industries across the globe.
  • Gain insight into the business domain with respect to the processing of Mutual Fund transactions.
  • Gain an understanding of different types of Loads and the related set ups required to process the Loads.
  • Successfully create a Customer ID and Unit Holder Account.
  • Successfully create Mutual Fund transactions and process all of the related operations, such as subscription and redemption.
  • Perform a step-by-step setup required to deploy the bank's Hedge Fund offerings.
  • Gain insight into the business domain with respect to the processing of Hedge Fund transactions.
  • Create different types of Hedge Fund products.
  • Set up Performance fee related maintenances and process Performance fees.
  • Successfully create a Customer ID and Unit Holder Account.
  • Successfully create Hedge Fund transactions and process all of the related operations, such as subscription and redemption.
  • Perform a step-by-step setup required to deploy the bank's Unit Linked Insurance offerings.
  • Gain insight into the business domain with respect to the processing of Life and Endowment Insurance transactions.
  • Create different types of Life and Endowment products to support Life Cover, Retirement and Annuity.
  • Set up different types of fees and process them.
  • Successfully create a Customer ID and Unit Holder Account.
  • Successfully create policy and process transactions, such as top-up, switch and surrender.

Who Can Benefit

  • Implementers
  • Administrators
  • Super Users
  • Business Analysts
Course Details
Code FLUB-INV-LS
Tuition (USD): $4,995.00 • Subscription