Powerpoint Templates and Google slides for Gather Financial Information

Purpose of the following slide is to show the new KYC form of the organization to better understand the customer information in a better way, the provided image holder show the KYC form details Present the topic in a bit more detail with this Customer Information Gathering Process Mortgage Recollection Strategy For Financial Institutions. Use it as a tool for discussion and navigation on Information, Gathering, Process. This template is free to edit as deemed fit for your organization. Therefore download it now.

Presenting this set of slides with name - Financial Planning Process With Gathering Relevant Information. This is a six stage process. The stages in this process are Financial Planning Process, Marketing, Business.