Posted in Bilan.ch on 22 January 2016, French speaking Swiss magazine.
To understand Private Banking DNA, as discussed in previous post, I start by looking at how Private Banking emerged in Switzerland in 19th century and how it evolved before and after banking secrecy.
Posted in Bilan.ch on 22 December 2015, French speaking Swiss magazine. Where I suggest to give clients and staff a higher visibility in Management Committee, subordinate risks, costs and rules to business development objective and rediscover Private Banking DNA to recombine and reinvent future.
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?
A Private Banking View episode 2 : How excelling at managing clients differentiates you? And differentiates you more than Innovation or Operational excellence? What is the link between time, relationship, knowledge and uniqueness?…
A Private Banking View episode 1 : Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation…
Technology for improved client relationship management (presentation in French) Very often, CRM is defined in...
Client is a capital: you create it, manage, preserve and develop it. This paper proposes a non-technological definition of CRM as a customer strategy…
“Theoretically, if I cust costs enough, we’ll be profitable without selling any product.” ...
It is all about alignment. How to deal with resistance to change? Is personal leadership enough to overcome obstacles? It is definitely a crucial ingredient, but is it enough?
Geneva, Switzerland
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