Siebel eFinance Guide > Financial Needs Analyses > Business Scenario >

Relationship Manager

A relationship manager receives a call from a customer who has an investment account with the financial institution. The customer is interested in finding out about a general investment strategy. The relationship manager uses the Investments Needs Analysis script to walk the customer through a series of portfolio interest, risk tolerance, investment horizon, and profile information questions to recommend a model portfolio of assets and fund types.


 Siebel eFinance Guide 
 Published: 20 October 2003