Digital Client Interaction - LPA
Автор: LPA - Lucht Probst Associates
Загружено: 2020-05-12
Просмотров: 929
Описание:
The current sales approach for financial market products is still largely based on traditional, often manually and individually prepared sales presentations for each of your clients. Engaging the Sales staff in a time-consuming process accessing various disparate data sources from CRM to pricing systems ensuring data consistency and traceability. In-person meetings must then be manually prepared, and results tediously documented to ensure regulatory compliance and operational risk mitigation.
Simultaneously, margins for products are diminishing from lower demand, driven by a shift to simpler products and multi-bank platforms offering straight-through-processing capabilities.
Opportunity costs are occurring not only on the bank’s side but also on the client’s side, due to lack of information and missing product understanding, calling for a re-thinking how client interaction is handled going forward.
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