Client segmentation - PowerPoint PPT Presentation

Product Design 101: Developing Products That Cater to Client’s Needs

Product Design 101: Developing Products That Cater to Client’s Needs. Calvin Foo CFP Asia Regional Head Financial Advisory &amp; High-Net-Worth Development. Agenda. Product Strategy Different Stakeholders’ Roles &amp; Points of View Client Segmentation Client Life Cycle Case Studies

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808 views • 59 slides

An Event Driven Approach to Customer Relationship Management in e-Brokerage Industry

An Event Driven Approach to Customer Relationship Management in e-Brokerage Industry. Dickson K.W. CHIU Wesley C. W. Chan Gary K. W. Lam Franklin T. Luk Dept. of Computer Science &amp; Engineering, Chinese University of Hong Kong kwchiu@acm.org ,

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427 views • 21 slides

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