Abstract
Current publications and projects in the field of banking show that banks have begun focusing on customer service again. Following a phase where customer service was not considered a core business, and was even delegated to a separate company, many banks have once again started focusing their activities on the field. There are many reasons for this. For one, the success of various financial distribution companies has shown that customer service, when carried through consequently and comprehensive, does indeed portray a high potential for financial service providers. When consulting is provided, which satisfies the customer, it often leads to a long-term customer commitment, which forms a reliable and predictable basis for financial service providers. However, financial service providers face many challenges in the field of customer service, especially when it comes to legal requirements, such as the conversion of the EC broker guidelines or the German Pension Tax law.
This is a preview of subscription content, log in via an institution.
Buying options
Tax calculation will be finalised at checkout
Purchases are for personal use only
Learn about institutional subscriptionsPreview
Unable to display preview. Download preview PDF.
References
Elton E, Gruber J (1995) Modern Portfolio Theory and Investment Analysis, John Wiley & Sons, New York
Markowitz H (1952) Portfolio Selection, Journal of Finance 7 (1), pp. 77–91
Markowitz H (1997) Portfolio Selection: Efficient Diversification of Investments, second edition, Blackwell Publishers, Cambridge MA
Author information
Authors and Affiliations
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 2008 Springer-Verlag Berlin Heidelberg
About this chapter
Cite this chapter
Schöne, A. (2008). Strategies for a Customer-Oriented Consulting Approach . In: Seese, D., Weinhardt, C., Schlottmann, F. (eds) Handbook on Information Technology in Finance. International Handbooks Information System. Springer, Berlin, Heidelberg. https://doi.org/10.1007/978-3-540-49487-4_9
Download citation
DOI: https://doi.org/10.1007/978-3-540-49487-4_9
Publisher Name: Springer, Berlin, Heidelberg
Print ISBN: 978-3-540-49486-7
Online ISBN: 978-3-540-49487-4
eBook Packages: Business and EconomicsEconomics and Finance (R0)