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A Term describing the Practice to develop a detailed profile of a lead or customer.
Use Cases
- In Financial Services, the requirement to make an effort to verify the identity, suitability, and risks involved with maintaining a business relationship
- In Business-to-Business, the approach to develop a ideal customer profile and/or Discuss Contract Custom Solution and qualify prospects against this profile
Know Your Customer Know-Your-Customer,KYC,Funnel,Sales,Qualification,Lead,Prospect The practice to develop a detailed profile of a lead or customer