B2C - B2C - Private Clients
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
Visit service organization page
Switzerland
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
Switzerland
Region Head Gian Rapone's Page (Switzerland)
Visit head's personal profile page
Region Head's organization unit, Region Switzerland
Visit organization profile page
Management View
Segment Private Banking
All leads/prospects/clients.
Visit client segmentation page
Particular category elements with its corresponding individuals
Size: Segment Ultra high net worth individual
Journey: Leads
Client profile page
Edi Buehler, Glarus
Prospect profile page
Martha Herger, Altdorf
B2C
What is meant by dimensions?
- B2E: organization structure from internal perspective, Intranet
- B2C: Private clients, Internet
- B2B: Partner network (intermediaries, global custody services), Extranet