Búsqueda

Customer-first strategy : putting the client at the heart of wealth management

<?xml version="1.0" encoding="UTF-8"?><modsCollection xmlns="http://www.loc.gov/mods/v3" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-8.xsd">
<mods version="3.8">
<titleInfo>
<title>Customer-first strategy</title>
<subTitle>: putting the client at the heart of wealth management</subTitle>
</titleInfo>
<name type="corporate" xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080436452">
<namePart>Capgemini</namePart>
<nameIdentifier>MAPA20080436452</nameIdentifier>
</name>
<typeOfResource>text</typeOfResource>
<genre authority="marcgt">government publication</genre>
<originInfo>
<place>
<placeTerm type="code" authority="marccountry">fra</placeTerm>
</place>
<issuance>monographic</issuance>
<place>
<placeTerm type="text">Paris</placeTerm>
</place>
<publisher>Capgemini</publisher>
<dateIssued>2022</dateIssued>
</originInfo>
<language>
<languageTerm type="code" authority="iso639-2b">eng</languageTerm>
</language>
<physicalDescription>
<form authority="marcform">print</form>
<extent>48 p.</extent>
</physicalDescription>
<abstract displayLabel="Summary">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. </abstract>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080573867">
<topic>Seguro de salud</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080586294">
<topic>Mercado de seguros</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20110024864">
<topic>Modelos de negocio</topic>
</subject>
<subject xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="MAPA20080608835">
<topic>Suscripción de riesgos</topic>
</subject>
<classification authority="">344.1</classification>
<relatedItem type="series">
<titleInfo>
<title>World Wealth Report Series</title>
</titleInfo>
</relatedItem>
<recordInfo>
<recordContentSource authority="marcorg">MAP</recordContentSource>
<recordCreationDate encoding="marc">171222</recordCreationDate>
<recordChangeDate encoding="iso8601">20220620100058.0</recordChangeDate>
<recordIdentifier source="MAP">MAP20220018104</recordIdentifier>
<languageOfCataloging>
<languageTerm type="code" authority="iso639-2b">eng</languageTerm>
</languageOfCataloging>
</recordInfo>
</mods>
</modsCollection>