Team Coverage of Wealth Advisory Clients
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Authors
Author (Corporation)
Publication date
2023
Typ of student thesis
Bachelor
Course of study
Collections
Type
11 - Student thesis
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Hochschule für Wirtschaft FHNW
Place of publication / Event location
Brugg-Windisch
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Abstract
The centralized setup poses the challenge of less interpersonal knowledge and a high number of clients per advisor. Currently, the workload conntected to the advisory mandates' service promise is not value-enhancing. One of the reasons is, that much effort is spent on monitoring duties such as client notifications and regulatory-required documentation that are not directly value-creating. The goal is to reduce this effort and work out measures to reach an efficient operating model that creates client value while fulfilling all regulatory requirements.
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330 - Wirtschaft
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Language
English
Created during FHNW affiliation
Yes
Strategic action fields FHNW
Publication status
Review
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Citation
BURKARD, Matthias, 2023. Team Coverage of Wealth Advisory Clients. Brugg-Windisch: Hochschule für Wirtschaft FHNW. Verfügbar unter: https://irf.fhnw.ch/handle/11654/41935