Private banking relationship management consulting for a large state-owned bank
The private bank of a state-owned bank lacks customer relationship stratification and management and maintenance strategies, and fails to classify customer relationship stages according to customers' knowledge and experience of private banking, and has no targeted service objectives and strategies for each type of customer. The branch has problems such as "not knowing how to do it" and "low efficiency".
The marketing campaign lasted for three months, and the ratio of the three types of customer groups went from [5:4:1] at the beginning of the period to [3:5:2] at the end of the period; the rate of increase in the initial customer relationship was faster, twice as fast as the rate of increase in the growth customer relationship, with an increase rate of 31.69% for the initial customer group and 15.15% for the growth customer group.
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