Process Internal Customer Upgrade
sd Process Internal Customer Upgrade
:Session Dialogue
:Customer Relationship
Management
Conduct Periodical Customer Analysis
Prepare Investment Advice
:Party Lifecycle
Management
:Customer Behavior
Insights
:Customer Event
History
:Party Reference Data
Directory
:Customer Product And
Service Eligibility
:Information Provider
Operation
:Product Matching
:Lead and Opportunity
Management
Verify Private Banking Customer
Determine Customer Qualification
Retrieve Customer History
Update Customer Data
Update Eligibility for Additional Products
Conduct Product Matching
Update KYC Standing
Discuss Financial Profile and Goals with Customer
Get Applicable Products from Other Banks
Determine Next-Best Product to Sell
Create Opportunity
:Customer Products and
Services
Get Current Products of This Customer