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Uncover Business Financial Needs

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Your question is Uncover Business Financial Needs. Take a moment with it on the right.

Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).

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Problem

Scenario

You're speaking with a business customer to understand where their financial workflows are working and where they are breaking down. The goal is to learn enough to identify the right banking products, services, or advice to bring forward.

Question

What specific questions do you ask to uncover a business's financial needs and pain points?