Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
A . Accounts & Businesses
B . Accounts & Members
C . Accounts & Peers
D . Accounts & Groups

View Answer

Answer: A, C, D

Explanation:

The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):

Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownership structure and financial interests of a business account.

Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer-to-peer relationship, such as friends, colleagues, or associates. You can use this type of relationship to identify potential referrals and cross-selling opportunities from an account’s network. Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a group account.

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