Loan application
Components: Progress Indicator · Slider · Input Choice Set · Scoped Notification
Financial Services Cloud examples
Use cases for banks, credit unions, insurers and wealth managers: account opening, loans, policies, portfolios and household plans. 23 examples to open live and copy, built with Avonni components such as Metric, Datatable and List.
Financial Services Cloud
23 examples
Account opening with identity checks
Components: Progress Popover · Vertical Visual Picker · Formatted Name · Formatted Value · Barcode Scanner · Formatted Address · Input Choice Set · Combobox · Counter · List · Signature Pad
Mortgage pre-approval
Components: Header · Counter · Combo Chart · Gauge Chart · Tabs · Datatable · Metric · Scoped Notification
Investment risk profile
Components: Header · Input Choice Set · Slider · Input Choice Set Grid · Metric · Scoped Notification · Metrics Radar Chart · Stacked Pyramid Chart · Visual Picker Link
Business account opening
Components: Header · Separator · Tree · Donut Chart · Visual Picker · List · Signature Pad · Button Group
Retirement contribution planner
Components: Progress Indicator · Metric · Slider · Input Choice Set · Flat Gauge Chart · Scoped Notification · Stacked Column Chart · Carousel
Branch advisor booking
Components: Progress Indicator · Visual Picker · Combobox · Input Choice Set · Avatar Group · Map · Calendar · Scheduler · Scoped Notification · Text Area
Wealth client overview
Components: Scoped Notification · Metric · Datatable · Pill Container · Progress Bar
Mortgage underwriting desk
Components: Header · Text · Gauge Chart · Card · Kanban · Progress Bar · Checkbox · Combobox · Text Area · Media Object · Checkbox Button · Button Group · Tree · Activity Timeline
Commercial banking relationship hub
Components: Header · Metric · Container · Search Input · Datatable · Donut Chart · Combo Chart · Relationship Graph · Pivot Table · Separator · Tabbed Container · List
Insurance claim adjuster workbench
Components: Header · Button Menu · Progress Indicator · Metric · Map · Combo Chart · Tabbed Container · Container · Datatable · Pivot Table · List · Kanban · Progress Circle · Formatted Value · Button · Activity Timeline · Text Area · Checkbox · Button Group
Private banking client
Components: Profile Card · Button · Formatted Address · Container · Metric · Tabs · Datatable · Relationship Graph · List · Activity Timeline
Commercial loan covenants
Components: Header · Button Menu · Metric · Container · Date Range · Datatable · Stacked Pyramid Chart · Expandable Section
Commercial policy renewal
Components: Header · Button · Progress Indicator · Metric · Metrics Radar Chart · Image List · Dual Listbox · Vertical Visual Picker
Household financial plan
Components: Profile Card · Avatar Group · Gauge Chart · Metric · Repeatable · Container · Text · Badge · Pivot Table · Vertical Visual Picker
Merchant onboarding
Components: Header · Button Group · Progress Indicator · Metric · Card · URL Input · Phone Input · Container · List · Progress Bar · Datatable · Donut Chart · Visual Picker · Counter · Toggle Input · Text
Credit union member 360
Components: Profile Card · Button · Badge · Text · Container · Barcode · Formatted Value · Metric · Datatable · Card · Progress Bar · Activity Timeline · Audio Player · Chip Container · List · Counter · Toggle Input
Small business loan center
Components: Text · Progress Indicator · Card · File Upload · Checkbox · Slider · Combo Chart · Accordion · Accordion Section · Chat · Phone Input · Combobox · Text Area · Button · List
Client account overview
Components: Banner · Metric · Alert · Datatable · List · Bar Chart · Container · Avatar · Scoped Notification
Advisor appointment booking
Components: Page Header · Visual Picker · Date Time Picker · Avatar Group · Chip Container
Trading risk monitor
Components: Page Header · Badge · Layout · Layout Item · Filter Menu · Combobox · Alert · Metric · Card · Datatable · Progress Bar · List
Branch operations console
Components: Page Header · Badge · Metric · List · Activity Timeline · Card · Filter Menu · Datatable · Layout · Layout Item · Progress Bar · Rating
Investment portfolio overview
Components: Page Header · Layout · Layout Item · Metric · Card · List · Datatable · Alert