A financial services company is migrating a legacy customer relationship management system to Financial Services...

If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.

If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.

If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.