Effective management of relationships with customers, both corporate and retail, remains at the core of any successful financial services organisation. The ifs can develop programmes for those within firms who are responsible for managing and maintaining these relationships that cover both the essential techniques for relationship management and strategies for generating maximum value.
Topics include:
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Credit assessment
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Customer insight
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Customer experience management
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Corporate lending
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Retail lending
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Treating Customers Fairly
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Retail conduct of business
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Relationship management
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