La clientela da private banking, la sua segmentazione, le sue esigenze

Translated title of the contribution: [Autom. eng. transl.] Private banking customers, their segmentation, their needs

Research output: Chapter in Book/Report/Conference proceedingChapter

Abstract

[Autom. eng. transl.] Private banking customers present elements of specific peculiarity with respect to retail banking customers; these investors are on average particularly sophisticated and have too complex and heterogeneous financial needs to be approached in a massive and undifferentiated way. It is therefore necessary to know and systematize every informative element that the relationship manager manages to understand in order to fully understand the needs of the private client and satisfy them with a business model that suits them best. The technique used to systematize the information assets relating to banking customers is segmentation, or the identification of customer clusters with needs and demand for homogeneous services.
Translated title of the contribution[Autom. eng. transl.] Private banking customers, their segmentation, their needs
Original languageItalian
Title of host publicationTrattato di Private Banking e Wealth Management: Il Private Banking, Vol.I
EditorsM Oriani, B Zanaboni
Pages65-92
Number of pages28
Publication statusPublished - 2016

Keywords

  • private banking
  • segmentazione della clientela

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