API Console

Swagger | Microservice

Executive Summary

Offer financial advisory services to consumer customers, possibly for a fee

Examples of Use

A customer obtains tax optimization advice from a financial advisor at a branch

Role Definition

Provide consumer customers with financial advice, for product selection, investments, tax optimization etc. The time spent may incur a charge particularly when specialist financial advisory resources are engaged 

Related Business Scenarios

Core Business Object

Financial Advisory Service Agreement

Key Features

  • Evaluate the customer’s financial position
  • Discuss financial options and strategies
  • Arrange product/service specialist advice