The shift to remote advice

For a long time, wealth management advice for affluent retail customers was an irreducible feature of face-to-face banking.

However, remote advice can intensify customer relationships and generate profitable business. Swiss banks are well aware of this, and are in the process of adopting the “remote advisor” approach in order to offer a top-of-the-range remote service tailored to active, busy customers.

For this to work, there’s no magic formula that can be copied from one bank to another! What’s important is to set up relationship models adapted to your strategy and customer target.

Camille Thérond-Charles shared her expertise on the subject with Revue Banque. Click here to read her article.



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