Base Principles

Keys to Successful Wealth Management

• The Client Experience is the differentiating factor, creating Client Loyalty, higher referral rates and greater share of wallet.

• The Relationship Manager is at the center of the Wealth Management business, and the primary vehicle for delivering the client experience.

• The Business Process and Business Best Practices provide structure and consistency to the work of the Relationship Manager. Risk control is introduced by placing checkpoints along the process.

• The Technology Platform, closely supporting the business process and business best practice, drives Relationship Manager Productivity and is essential for tracking progress and uniform execution of the business priorities in the whole organization. It is a key driver in Efficiency!