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通過與(yu)客(ke)戶(hu)的(de)(de)(de)(de)溝通和現場調查(cha)，分(fen)析(xi)融(rong)(rong)(rong)資(zi)(zi)(zi)的(de)(de)(de)(de)可(ke)(ke)行性，與(yu)客(ke)戶(hu)簽訂融(rong)(rong)(rong)資(zi)(zi)(zi)顧問(wen)合(he)同(tong)，然后(hou)上會，提出幾種可(ke)(ke)能的(de)(de)(de)(de)融(rong)(rong)(rong)資(zi)(zi)(zi)途徑(jing)，對比分(fen)析(xi)各種途徑(jing)下的(de)(de)(de)(de)資(zi)(zi)(zi)金來(lai)源、融(rong)(rong)(rong)資(zi)(zi)(zi)時(shi)間和融(rong)(rong)(rong)資(zi)(zi)(zi)費用，向客(ke)戶(hu)提出最(zui)優的(de)(de)(de)(de)融(rong)(rong)(rong)資(zi)(zi)(zi)方案，同(tong)時(shi)還提供(gong)與(yu)融(rong)(rong)(rong)資(zi)(zi)(zi)相(xiang)關(guan)的(de)(de)(de)(de)其他(ta)顧問(wen)服務：包括賬(zhang)戶(hu)開立(li)、資(zi)(zi)(zi)金結(jie)算等，利率、匯(hui)率走勢分(fen)析(xi)等，提供(gong)一攬子的(de)(de)(de)(de)金融(rong)(rong)(rong)服務。