This chapter describes the procedures necessary to administer and perform a needs analysis session using Siebel Finance and includes the following topics:

• About Financial Needs Analysis
• Scenarios for Financial Needs Analysis
• Administrator Financial Needs Analysis Procedures
• End-User Financial Needs Analysis Procedures
• Needs Analysis Script Creation
• Setting Up Product Scores
• Creating Investment Objectives and the Portfolio Mix
• Performing General Needs Analysis for Companies or Contacts
• Performing Investment Needs Analysis for Contacts
• Generating Recommendations from a Needs Analysis Session