Citigroup case study: Effective customer servicing in wealth management |
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| This case study looks at how Citigroup Private Bank has developed and leveraged alternative ways of getting close to the client and in particular, focused on specific needs or interests, in order to deepen the wealth manager and client relationship. |
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Key reasons to read this report
- Gain insight into the methods used by important industry players to give them a competitive edge
- Identify specific areas for operational improvements
- Capitalize on the knowledge of experienced companies when entering a new niche or market
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ABOUT DATAMONITOR
WHAT IS THIS REPORT ABOUT?
INTRODUCTION
CASE STUDY
Citigoup has been investing in relationships
The co-investment concept has been offered by CPB to its clients
Targeted seminars are also offered to selected client groups
Citibank NRI is sponsoring key events
Overcoming hard times
CONCLUSIONS
RESEARCH METHODOLOGY
RELATED RESEARCH
LIST OF FIGURES
Figure 1: Compared to its peers, Citigroup Private Bank has performed well over the last few years, both in client acquisition and revenue growth
Figure 2: Citigroup Private Bank’s regional advertising highlights commitment to relationships in the Asia-Pacific region
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| Typ: |
Vergleichsstudie |
| Kategorie: |
Immobilieninvestition |
| Schwerpunkt: |
Management |
| Artikelnr.: |
BPCS112 |
| Jahrgang: |
11/2005 |
| Anbieter: |
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| Umfang: |
15 Seiten, div. Abb.
und Tabellen
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