El Cliente y el Asesoramiento Financiero

IE code:
DF2-244
Language:   Spanish
Format:  
PDF
Nr. Of Pages:
10
Academic Area:
Type of publication:
Technical Note

Description

The technical note explains the concepts and differences between product and customer banking. It also explains the types of investors, mainly conservative, risky and very risky, to offer financial advice better suited to their needs. On the other hand, it uses the Life Cycle Theory of Franco Modigliani to segment customers according to their current needs. It wraps up by explaining the five types of services that banks can offer their customers depending on their type.