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Investment Representative Determines Customer Objectives

An investment representative is discussing investment strategies with a customer. The representative wants to determine the investment objectives of the customer in an effort to better understand the customer's investment profile and to determine what investments to provide.

After asking the customer a series of prescripted and weighted questions, the representative is able to provide a recommendation for the customer's investment asset allocation and fund distribution. Finally, the representative goes over some of the details about the investments with the customer.


 Siebel eFinance Guide 
 Published: 20 October 2003