04/02/2015

Banks, your customers are quietly leaving you...

The rate of defection reached an average 47 percent in developing countries. In Indonesia 44 percent of customers went to a different bank to obtain a credit card, buy insurance, or apply for an auto loan or another financial product.

03/31/2015

Do RMs lack pulling power?

The results show that only 19% of HNW clients would pursue their relationship manager if they moved to a different wealth management firm.