B2C - B2C - Private Clients
B2C : Business with Private Clients
This dimension represents a private bank's classic business with individuals. It includes the management of Clients, Leads and Prospects.
Relationship Managers (RM) cares for clients, leads and prospects. RM's services and individuals are bundled by a personal organization unit, categorized with "RM Service". It also includes the deputy relationship manager.
Relationship Manager Service Unit (RM Service)
Explore RM Service organizations.
Europe (good starting point, only a few clients),
Page of Frank Frankfurter's Service Unit
This use case concentrates to the region Switzerland.
Personal Profile Page, Urs Schweizer
Page of Urs Schweizer's Service Unit
Region Head Organization
There are 5 world regions, subordinated to the Executive Board. Explore!
Europe (good starting point, only a few clients)
Region Head's organization unit, Region Europe
Region Head Gian Rapone's Page (Switzerland)
Region Head's organization unit, Region Switzerland
Segment Private Banking
Particular category elements with its corresponding individuals
Size: Segment Ultra high net worth individual
Categories in this dimension
- RM Service
What is meant by dimensions?
- B2E: organization structure from internal perspective, Intranet
- B2C: Private clients, Internet
- B2B: Partner network (intermediaries, global custody services), Extranet