How Commercial Banks Win in Wealth Management
Jacqueline Vose
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Jacqueline Vose
Business Transformation Executive | Corporate Strategist | CXO | AI enthusiast
If you are a commercial banker, you may be missing out on a tremendous opportunity to grow your business. Wealth Management is an areas that is still a largely untapped source of growth. In my recently released paper, I highlight how Customer Experience Management can provide you with a solid foundation for identifying loyalty drivers, energizing referrals and increasing your success in the wealth market. Download the paper now>>
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7 年Great insight Jacqueline. Than you! An opportunity for commercial bankers to cross sell wealth management services with commercial banking. Also encourages personal wealth advisers to refer clients to their commercial banking counterparts at the bank