Activity 4 Please match the following sentence to the three

Last updated: 10/5/2023

Activity 4 Please match the following sentence to the three steps of CEO agenda 1 Redefine the wealth management strategy 2 activate the client book and 3 industrialize the production model A strong focus on target markets is required due to regulatory requirements and limitations on cross border business Prioritizing markets can be based on criteria such as the value proposition cultural fit leverage of the business model regulatory requirements Banks can build up front office momentum by concentrating on specific markets and client segments using a task force approach Banks can develop the organization by improving the quality of their advice and implementing best practice approaches Key levers for realizing top line improvements are introducing strategic pricing with target revenues for different client groups Players should consider developing their own effective approach to sustainable efficiency improvement and stringent cost management through both strategic and operational levers Wealth managers can reduce complexity by systematically streamlining processes in a front to back office approach