Bank management - Client management  

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Bank management - Client management

Private banking strategy, client meetings and payment services

Autorenschaft: Compendio-team of authors
Redaktion: Fabienne Thiemeyer

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Inhaltsverzeichnis

1. What do banks do? (5 Seiten)
1.1 Macroeconomic functions of banks
1.2 Banking: a business in itself

2. Types of banks and associations (10 Seiten)
2.1 Types of banks
2.2 The Swiss Bankers Association (SBA)
2.3 Other associations
2.4 The SIX Group Ltd

3. Private banking strategy segment (14 Seiten)
3.1 Introduction to private banking
3.2 Private client strategy
3.3 Private banking strategy
3.4 The Swiss financial sector
3.5 Roles in private banking
3.6 Trends and regulatory changes

4. Conducting client meetings (17 Seiten)
4.1 Structure of a consultation meeting
4.2 Preparing for the client meeting
4.3 Holding the meeting
4.4 Follow-up

5. Payment services (2 Seiten)
5.1 Macroeconomic significance of payment services
5.2 Role of the SNB in payment services
5.3 Role of FINMA
5.4 Role of the SIX Group

6. Payment systems (4 Seiten)
6.1 SIX Interbank Clearing (SIC)
6.2 PostFinance
6.3 SWIFT

7. International Bank Account Number (IBAN) (2 Seiten)
7.1 IBAN and BIC
7.2 How does a client know their IBAN and BIC?
7.3 How is the IBAN structured?
7.4 Business Identifier Code (BIC)

8. Transaction processing (3 Seiten)
8.1 Investigation
8.2 Forgeries and fraud

9. Scoring systems (2 Seiten)
9.1 What is a scoring system?
9.2 Companies want to predict client behaviour
9.3 Scoring systems mean quick decisions
9.4 Easier decision-making process

10. Payment products (4 Seiten)
10.1 Paying-in slip
10.2 E-invoice
10.3 Payment order and standing order
10.4 Direct debits (DD) and orders
10.5 DD+ and Business Direct Debit (BDD)
10.6 Debit Direct (PostFinance direct debit)
10.7 SEPA Direct Debit (SDD)
10.8 Mobile payment
10.9 Cryptocurrencies

11. Online services (1 Seiten)
11.1 E-banking
11.2 Certificates
11.3 Identification, authorisation and authentication

12. Debit and credit cards (9 Seiten)
12.1 Debit card
12.2 Credit card
12.3 Contactless payments (card)

13. Annexe (13 Seiten)
Summary
Solutions
Index

Bibliografische Angaben

Auflage: 2nd revised edition 2018

Umfang: 130 Seiten, A4, broschiert

ISBN: 2000100063408

Art. Nr.: 15545

Code: BMG 601

Sprache: Englisch

AKAD-Reihe: Bankmanagement

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