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Siebel Finance Guide > Managing Financial Needs Analyses > Performing Investment Needs Analysis for ContactsAn investment needs analysis is similar to a general needs analysis. The results, however, are different. After completing an investment needs analysis, a recommended mix of assets and funds appears, based on the customer's needs. The Investment Needs Analysis view provides an approach to understanding the customer's needs and recommending an investment strategy. A script is used to guide the customer through a series of questions. The average score from the set of answers, in conjunction with the time that the customer might need his or her money invested, drives the model and determines the asset and fund allocation. To perform an investment needs analysis for a contact
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