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July 1 / Client Case Studies

Driving Frontline Productivity in Modern Private Banking

In today’s environment, private banks are forced into the careful balancing act of improving the customer experience while managing increasing costs and regulatory requirements. Today, technology can help to improve staff productivity by putting the right information at the relationship manager’s (RM) fingertips, while embedding compliance tasks, tracking the interaction with clients and initiating transaction execution.

 

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July 1 / Client Case Studies

Enhancing the wealth advisory service experience

Private bankers are constantly looking for ways to remain competitive, with more comprehensive service to a more savvy and demanding client base. Quality of service is of essence, and has been the key differentiator in retaining client loyalty. Raising this quality is certainly a multi-factor process, appreciating the competency training of relationship managers, the right product innovation, customised advice to the complex needs of the Asian clientele, all of which has to happen in unison. But a key factor that should also be considered is providing the RMs with the right tools to analyse their clients needs more effectively.

 

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