API Console
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