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
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?...
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.
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.
Geneva, Switzerland
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