Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
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  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Private Banking and Wealth Management

Private Banking and Wealth Management

Omarini, Anna

Paperback

Management

ISBN10: 3639148452
ISBN13: 9783639148459
Publisher: Blues Kids Of Amer
Published: Mar 30 2010
Pages: 52
Weight: 0.20
Height: 0.12 Width: 6.00 Depth: 9.00
Language: English
The book examines the features of private banking business and focuses on the key roles of client segmentation, retention and acquisition. A long period of strong economic growth in both developed and developing countries greatly increased people's income levels and wealth. But things have been changing dramatically. The new industry reality is a consequence of crisis tests on client confidence and trust; but the crisis has just accelerated the situation. Assuming a customer perspective, we understand there are shaking elements around and a strategic repositioning to the industry is needed both on new approaches and business models. An in- depth customer knowledge is mandatory if a differentiate offering has to support the increasing complexity of clients' needs. This book illustrates important themes relating to the wealth management service proposition and focuses on client segmentation, retention and acquisition strategies. Disciplined segmentation will help wealth managers tackle client's service challenges, allow services to be offered to specific clients in a more cost- effective manner and look for client satisfaction, trust and loyalty.

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