• Home
  • About
  • Trust Ladder
  • Publications
  • Contact
  • English
    • Français
alavisealavise
  • Home
  • About
  • Trust Ladder
  • Publications
  • Contact
  • English
    • Français
Client strategy, One to One and CRM
CRM definition highlighted in green

Client strategy, One to One and CRM

February 21, 2015 Change Management, Client Orientation

Client is a Capital: you create it, manage it and carefully look after it (presentation in French).

Main themes discussed are : One to One Enterprise, Client Relationship Management in the non technology sense (CRM), technologies to raise the bar on sales and marketing effectiveness.

This lecture was hosted by The Geneva Development Office in… 2005!

Since then, Big Data and Digital are in everyone’s mouth. However, key concepts and underlying customer-focused strategy have not aged at all.

It is even more important than ever to digitize and differentiate in the long run.

Presentation is in French: Marketing strategy and CRM

You may also want to read: 1to1 and Private Banking

2

You also might be interested in

Technology and Client Relationship Management

Technology and Client Relationship Management

Feb 21, 2015

Technology for improved client relationship management (presentation in French) Very[...]

About Coup d’Oeil

About Coup d’Oeil

Jun 15, 2016

Coup d’œil on international Wealth Management news

Measuring Trust in a Private Banking Relationship

Measuring Trust in a Private Banking Relationship

Mar 20, 2015

A Private Banking View episode 3 : More than anything else, trust and client relationship is the single one competitive advantage in private banking, but how can you measure trust?

Search

Catégories

  • Change Management (19)
  • Client Orientation (15)
  • Coup d'oeil (2)
  • Private Banking (14)
  • Reaction (3)
  • Transformation Digitale (1)

Articles récents

  • Taking control of one’s digital transformation
  • Current S&P500 level anticipates real GDP growth by 17 years
  • Swiss Private Banking: The True Price of Transparency
  • Coup d’Oeil on international Wealth Management news
Accelerate your projects with alavise Contact

Geneva, Switzerland
© 2026 alavise advisory. All rights reserved.

Prev Next