Technology for improved client relationship management (presentation in French)
Very often, CRM is defined in a restrictive technical way, which explains why most projects fail and result into poor buy-in and Return On Investment.
For a private bank, we explored fundamental objectives of CRM: a tool to support a marketing strategy shared by everyone in the front line.
Presentation in French: Strategic CRM
“Theoretically, if I cust costs enough, we’ll be profitable[...]
The next challenge of the Swiss Wealth Management industry is true client centricity: focus on service rather than transactions, clients advising rather than products distribution, the life time value of a client relationship rather than costs alone, and a fair win-win price. With this it could achieve renewed long-term profitable development.
Note from the Editor In Coup d’Oeil, we observe the[...]
Geneva, Switzerland
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