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A strategy to stimulate the acquisition rate in private banking

Martijn, S.M.U. (2019) A strategy to stimulate the acquisition rate in private banking.

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Abstract:The financial institution is coping with rising Planning & Scheduling issues. Similar to any other company, the bank expects growth every year. Most bankers at the office in question, already have relatively full portfolios. Every client in these portfolios has a different priority level. Currently, the strategy is to focus the attention on those who provide the bank with the most financial benefits, usually clients who are known to the office for years now. But is this the optimal approach? If most of the attention goes to the same selection of clients every year, would the remaining and new clients be neglected? The challenge therefore is to find an optimal strategy in prioritizing the clients in the portfolios so that the office can opt for growth without compromising the service of current clients.
Item Type:Essay (Bachelor)
Faculty:BMS: Behavioural, Management and Social Sciences
Subject:70 social sciences in general, 83 economics, 85 business administration, organizational science
Programme:Industrial Engineering and Management BSc (56994)
Link to this item:http://purl.utwente.nl/essays/78019
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