Scenarios for Managing Financial Needs Analysis

These scenarios feature sample tasks performed by a financial institution’s applications administrator, a call center agent, and a relationship manager. Your organization might follow different workflows according to its business requirements.

The Needs Analysis views within Siebel Finance 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.