How Do Financial Service Companies Leverage Their Most-Critical and Valuable Assets: Enterprise Customer Data

摘要

Whether they are buying banking, insurance, securi-ties or any other financial service products, today's customers are becoming more sophisticated, less loyal and more demanding. They take the speed and price transparency of Internet-based services for granted. But they also want personalized service and the benefits of longer-term relationships to purchase more complex products, such as the long-term asset accumulation vehicles that an aging population needs due to a decrease in corporate- and government-funded defined benefit retirement pkns.