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Customer-first strategy : putting the client at the heart of wealth management
Recurso electrónico / Electronic resource
Section: Electronic documents
Title: Customer-first strategy : putting the client at the heart of wealth management
Publication: Paris : Capgemini, 2022Physical description: 48 p.Series: (World Wealth Report Series)Notes: Sumario: As wealth management (WM) firms navigate evolving market and industry dynamics, we believe client relationships can be ama ke-or-break busine-ss component. Man y of the wealth executives that our teams interviewed for the World Wealth Report 2022 say they are working to enhance their firm's recognition among high net-worth individuals (HNWls). Moreover, they are beefing up their product portfolios with relevant and convenient services through active ecosystem orchestration. Materia / lugar / evento: Seguro de salud ‌Mercado de seguros ‌Modelos de negocio ‌Suscripción de riesgos ‌Otros autores: Capgemini ‌
Other categories: 344.1
Rights: In Copyright (InC)