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Private Banking: Back to the Future? part 2
12 Feb
7

Private Banking: Back to the Future? part 2

Change Management, Client Orientation, Private Banking

Posted in Bilan.ch on 12 February 2016, French speaking Swiss magazine.
In previous post, we looked at how Private Banking emerged in Switzerland in 19th century and how it evolved before and after banking secrecy.
What is the situation today and how to ride the new waves ?
I identify two very different waves: Client centricity and Product centricity.

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Private Banking: Back to the Future? part 1
22 Jan
3

Private Banking: Back to the Future? part 1

Change Management, Client Orientation, Private Banking

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.

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Banks: can we please talk about clients and staff?
25 Dec
2

Banks: can we please talk about clients and staff?

Change Management, Client Orientation, Private Banking

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.

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Measuring Trust in a Private Banking Relationship
20 Mar
2

Measuring Trust in a Private Banking Relationship

Change Management, Client Orientation, Private Banking

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?

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1to1 and Private Banking
12 Mar
3

1to1 and Private Banking

Change Management, Client Orientation, Private Banking

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?…

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Differentiation in Private Banking new era
27 Feb
3

Differentiation in Private Banking new era

Change Management, Client Orientation, Private Banking

A Private Banking View episode 1 : Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation…

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Technology and Client Relationship Management
21 Feb
2

Technology and Client Relationship Management

Change Management, Client Orientation, Private Banking

Technology for improved client relationship management (presentation in French) Very often, CRM is defined in […]

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Client strategy, One to One and CRM
21 Feb
2

Client strategy, One to One and CRM

Change Management, Client Orientation

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…

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Does sales matter?
21 Feb
2

Does sales matter?

Change Management, Client Orientation

  “Theoretically, if I cust costs enough, we’ll be profitable without selling any product.”   […]

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How to Define Change Management ?
21 Feb
3

How to Define Change Management ?

Change Management

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?

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