KYC is a full fledge know your customer and financial needs analysis. Quiz is a succint version to acquire a lead comprising of only their personal information. The quiz is more suited or use during street canvassing or by your pullers at roadshows while the KYC is more suitable where the client/prospect has more time.
Under what circumstances do I use the KYC or Quiz? Print
Created by: Regine Lai
Modified on: Tue, 12 Feb, 2019 at 4:14 PM
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