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Customer Needs Analysis

Client profile:

The client is a European Bank

The solution:

This is a Customer Needs Analysis (sales script) for Savings products of a European Bank. Based on the initial information provided by a prospect a set of suitable products is identified. Further selection is done using scenarios generated based on fund-flow. An offer (Proposal) is generated by the system once the user selects a product scenario.

The application is used by Bank Sales staff on their Intranet and was developed using Lotus Notes & Domino.

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