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Customer retention in wealth management 2009
Report
Published: August 2009
Pages: 44
Tables: For full details, please email keithw@cmsinfo.com
From: GBP 2809.38 Buy Now!
Research from: Datamonitor
Sector: Financial Services
Introduction
Customer retention needs to be more than a concern of a wealth manager, it needs to be a business strategy. A successful customer retention needs to be about delivering to HNWs a service that is beyond what they expect and crosses into the territory of exceeding their expectations so that they become loyal advocates for a wealth management brand.
Scope
*Compares HNW customer retention drivers across countries within Europe and countries within APAC.
*Identifies the key strategies for keeping clients through this downturn.
*Presents innovative customer retention strategies from wealth managers globally.
Highlights
Customer retention is a key strategic issue in the wealth management business today. There is no time like the present for wealth managers to seize the opportunity in the crisis and to develop sound strategy for moving their business forward.
Reasons to Purchase
*Compares HNW customer retention drivers across countries within Europe and countries within APAC.
*Identifies the key strategies for keeping clients through this downturn.
*Presents innovative customer retention strategies from wealth managers globally.
Customer retention needs to be more than a concern of a wealth manager, it needs to be a business strategy. A successful customer retention needs to be about delivering to HNWs a service that is beyond what they expect and crosses into the territory of exceeding their expectations so that they become loyal advocates for a wealth management brand.
Scope
*Compares HNW customer retention drivers across countries within Europe and countries within APAC.
*Identifies the key strategies for keeping clients through this downturn.
*Presents innovative customer retention strategies from wealth managers globally.
Highlights
Customer retention is a key strategic issue in the wealth management business today. There is no time like the present for wealth managers to seize the opportunity in the crisis and to develop sound strategy for moving their business forward.
Reasons to Purchase
*Compares HNW customer retention drivers across countries within Europe and countries within APAC.
*Identifies the key strategies for keeping clients through this downturn.
*Presents innovative customer retention strategies from wealth managers globally.