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Beschreibung
The tasks of CRM-Process Financial analysis include the recording of legal data, the recording of the financial status (product usage), the recording of customer desires and goals, if necessary the consideration of legal requirements, as well as the printout of the consultation for the customer as documentation.
The consulting process is constructed systematically both depending on the customer and his or her contract situation as well as on the consulting topics offered by the financial service provider. In addition, the consulting topics expressed by the customer and analyzed by the system as consulting-relevant flow into the consulting process as basic topics.
The consulting process is constructed systematically both depending on the customer and his or her contract situation as well as on the consulting topics offered by the financial service provider. In addition, the consulting topics expressed by the customer and analyzed by the system as consulting-relevant flow into the consulting process as basic topics.
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