The Finbridge Global platform empowers financial institutions to find the best-matched products or solutions for their specific needs. This article provides a comprehensive guide on managing products within the platform, including how to edit existing products, add new products, and update the assessment to ensure visibility to searching financial institutions.
Edit an Existing Product
Navigate to Product Details:
Click on the "View" button for the existing product you wish to edit. This will open the product details and the preview window.
Access the Manage Button:
In the top right corner of the screen, locate the "Manage" button.
Click on the "Manage" button to reveal options for editing or deleting the existing product.
Edit or Delete:
Once in the manage options, choose the "Edit" option to modify product details.
Alternatively, select "Delete" if you wish to remove the product from the platform.
Add a New Product
Initiate New Product Creation:
To add a new product, click on the "+ New Product" button.
This action will navigate you to the New Product screen.
Describe Your Product:
On the New Product screen, provide a detailed description of your product and its features.
Utilize the preview window to see how your product will be displayed to financial institutions.
Preview and Finalize:
Use the preview window to review how your product will appear.
Ensure all relevant information is accurately represented.
Update the Assessment
Complete Product-Related Assessment Questions:
If you add a new product, you will encounter product-related assessment questions.
Answer these questions to provide comprehensive information about the added product.
Submit the Assessment:
After filling out the necessary assessment questions, submit the assessment.
This step is crucial to ensuring that your products are visible to financial institutions searching for solutions.
Tips for Success:
Provide Comprehensive Information:
When editing or adding products, ensure that your descriptions are clear and comprehensive.
Regularly Update Information:
Keep product details up-to-date to reflect any changes or enhancements.
Engage with the Preview Window:
Utilize the preview window to visualize how your products will be presented to financial institutions.