Private Banking Differentiators based on a post on alavise.com Confidentiality: survey is anonymous. Your contact details are optional. Survey results will be anonymized and communicated in a new post on alavise.com/blog. Question Title * 1. How should differentiators be ranked in private banking ? #1 #2 #3 Not even applicable Product & Service innovation Product & Service innovation #1 Product & Service innovation #2 Product & Service innovation #3 Product & Service innovation Not even applicable Operational excellence Operational excellence #1 Operational excellence #2 Operational excellence #3 Operational excellence Not even applicable Client relationships Client relationships #1 Client relationships #2 Client relationships #3 Client relationships Not even applicable Comments Question Title * 2. If you think several differentiators should apply, how do you intend to reconcile #1 and #2 ? Question Title * 3. How are these differentiators applied in your firm today? #1 #2 #3 Not even applicable Product & Service innovation Product & Service innovation #1 Product & Service innovation #2 Product & Service innovation #3 Product & Service innovation Not even applicable Operational excellence Operational excellence #1 Operational excellence #2 Operational excellence #3 Operational excellence Not even applicable Client relationships Client relationships #1 Client relationships #2 Client relationships #3 Client relationships Not even applicable Comments Question Title * 4. How good is your firm right now on these dimensions ? Far above competition Better than competition Average Not as good as competition Product & Service innovation Product & Service innovation Far above competition Product & Service innovation Better than competition Product & Service innovation Average Product & Service innovation Not as good as competition Operational excellence Operational excellence Far above competition Operational excellence Better than competition Operational excellence Average Operational excellence Not as good as competition Client relationships Client relationships Far above competition Client relationships Better than competition Client relationships Average Client relationships Not as good as competition Ideas and Challenges to improve: Question Title * 5. What type of wealth manager are you ? Universal retail bank with private banking arm Pure private bank Integrated bank with private banking as main revenue source Integrated bank with private banking as secondary revenue source Family Office or Multi Family Office Trust Foundation Independant advisor Pure broker Pure custodian Pure asset manager Other, precise: Question Title * 6. What is your approximate size in assets under management? Question Title * 7. In which country is your headquarter established? Question Title * 8. If you would like to be contacted, you can fill-in your contact details and we will get back to you promptly: Name Company City Email Phone Results will be anonymized and available on alavise.com/blog. To receive them automatically, leave your email above or subscribe to newsletter on alavise.com/blog.Thank you. SUBMIT