B2B - B2B - Intermediaries & Global Custody
B2B : Intermediaries & Global Custody
This dimension provides business with intermediaries and global custody services.
Note: While Intermediaries are External Asset Managers (EAM) and External Financial Advisers (EFA), Global Custody is represented by Pension Funds.
Here, you will find two Relationship Managers, associated to the subregion "Zurich 1".
Each one is represented by a Service Organization (categorized by RM Service), including a deputy and partners being served:
Service Organization of Peter Zuerrer
Visit Peter Zuerrer's Service Organization. Intermediaries are maintained as suborganizations.
Ingrid Imhof's Service Organization
Mrs. Imhof is Mr. Zuerrer's deputy.
Partner Information Pages
Each partner has a profile page. On this page, the relationship manager finds insights about this partner, containing most up-to-date reports and a scheduler.
Note: In an operational system, partners would have access to a private page, available by a personal login. Furthermore, access rights depend on the role, individuals are playing. This has also not been implemented in this demo system.
External Asset Manager
Partner : Solid Return AG
Solid Return AG's Client: Fred Fitzpatrick
External Financial Advisor
Partner : Swiss Advisory Center
What is meant by dimensions?
- B2E: organization structure from internal perspective, Intranet
- B2C: Private clients, Internet
- B2B: Partner network (intermediaries, global custody services), Extranet
Categories in this dimension
Organization units are categorized in the following way:
- RM Service
- Global Custody
- External Asset Manager
- External Financial Advisor