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.” ...
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