Private Banker Prepares for Sales Call

A private banker is preparing for a sales call. He reviews his client’s information by answering the following questions:

• What company does this person work for?

• What is the value of this customer’s relationship?

• What is this person’s financial profile?

• What financial accounts and products does the person already own? What might the person need in addition?

• What types of service issues has the person had?

Access the Contacts screen to answer all of these questions.

In the scenario, end users are private bankers in the banking industry. They enter information to:

• Add a new contact

• Create a customer value assessment

• View contact summary information

• View the results of a customer value assessment