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
If clients’ best interests guide decisions in Private Banking, we will get Compliance for free. Originally published in French in Bilan.ch.
CRM definition highlighted in green 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...
A Private Banking View episode 1 : Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation...
Geneva, Switzerland
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