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Customer-first strategy : putting the client at the heart of wealth management
Recurso electrónico / Electronic resource
MAP20220018104
Customer-first strategy : putting the client at the heart of wealth management. — Paris : Capgemini, 2022
48 p. . — (World Wealth Report Series)
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.
1. Seguro de salud ‌. 2. Mercado de seguros ‌. 3. Modelos de negocio ‌. 4. Suscripción de riesgos ‌. I. Capgemini ‌. II. Título.