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...