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

Recurso electrónico / Electronic resource
Registro MARC
Tag12Valor
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24510‎$a‎Customer-first strategy ‎$b‎: putting the client at the heart of wealth management
260  ‎$a‎Paris‎$b‎Capgemini‎$c‎2022
300  ‎$a‎48 p.
4900 ‎$a‎World Wealth Report Series
520  ‎$a‎As 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.
650 4‎$0‎MAPA20080573867‎$a‎Seguro de salud
650 4‎$0‎MAPA20080586294‎$a‎Mercado de seguros
650 4‎$0‎MAPA20110024864‎$a‎Modelos de negocio
650 4‎$0‎MAPA20080608835‎$a‎Suscripción de riesgos
7102 ‎$0‎MAPA20080436452‎$a‎Capgemini