Client Intention and Needs Analysis Process Playbook

This detailed playbook provides financial advisors, client relationship managers, investment analysts, and organisational leaders with a structured framework for conducting client intention and needs analysis. It includes:
– Step-by-Step Process Flow: Outlines essential subprocesses such as Client Needs Identification, Tailored Solutions Development, and Performance Monitoring and Review, with clear actions, decision points, and feedback mechanisms to ensure that digital asset solutions align with each client's specific goals and risk tolerance.
– RACI Framework: Clearly defines roles and responsibilities for each task in the client engagement process, ensuring that client managers, business analysts, implementation specialists, and clients are accountable and engaged at every stage, promoting a transparent and collaborative approach to understanding and meeting client needs.