Managing Financial Needs Analyses

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

• About Managing Financial Needs Analysis

• Scenarios for Managing 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