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 


This use case concentrates to the region Switzerland.

Personal Profile Page, Urs Schweizer

Visit public profile page

Page of Urs Schweizer's Service Unit 

Visit service organization page 


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 

Visit region page  


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 

Visit UHNWI segment page 

Journey: Leads

 Visit leads page 



Client profile page

Edi Buehler, Glarus 

Visit profile page  

Prospect profile page

Martha Herger, Altdorf 

Visit profile page  


What is meant by dimensions?

  • B2E: organization structure from internal perspective, Intranet
  • B2C: Private clients, Internet
  • B2B: Partner network (intermediaries, global custody services), Extranet