Centro de Documentacion de Fundación MAPFRE - Customer-first strategy : putting the client at the heart of wealth management

Publicação: Paris : Capgemini, 2022Descrição física: 48 p.Série: (World Wealth Report Series)Notas: 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
Outras classificações: 344.1