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Siebel eFinance Guide > Financial Needs Analyses >
Business Scenario
These scenarios feature sample tasks performed by a financial institution's applications administrator, a call center agent, and a relationship manager. Your organization may follow different workflows according to its business requirements.
The Needs Analysis views within Siebel eFinance allow financial institutions to capture customer requirements in a needs-based selling process for multiple products including checking, convenience, investment, credit, mortgage, savings, and retirement products. The views specifically support both the individual customer as well as the business customer.
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Siebel eFinance Guide Published: 20 October 2003 |