Exploiting untapped potential at universal banks by processing existing customer data

Abstract

The recent acquisition of Credit Suisse by UBS has reverberated across the Swiss banking sector, driving an almost tenfold surge in new account openings at many universal and cantonal banks as clients seek stability. To ensure sustained company success, it is imperative to uncover potential among new and existing clients. It has become evident that limited customer insights hinder accurate potential assessment, underscoring the pressing need for a potential analysis.