Hot off the PressRetail Banking Strategies 2011 – the Critical Dimensions for Excellence The aftermath of the financial crisis has produced a tectonic shift across all core retail banking strategies. The book examines the key strategically important questions for bankers and others interested in the drivers of success in today's post-crisis banking world. Based on in-depth interviews with senior executives of leading retail banks as well as independent management consultants, rating agencies and bank regulators with a deep knowledge of the sector, the report digs deep into the collective experience and instincts of these leading practitioners to produce a strategic blueprint for banking excellence in these most 'interesting' of times. Key issues covered include: business models; product range; client base; geographic scope; distribution channels; costs, and much more. For further information, click here to download a copy of the flyer or use this link to order a copy now.
Which bank regulators around the world have demonstrated relatively superior results in terms of regulatory outcomes? and What lessons for the future can be drawn from their experience? The result is a ground-breaking insight into the likely future success of bank regulation and the key factors which will determine such outcomes.
The current banking crisis has tested every dimension of banking and created maximum uncertainty for its future. Yet banks must plan for this future. The book covers interviews with 25 senior bank executives, management consultants, regulators, rating agencies and analysts to understand how the strategies of the leading banks might evolve in the future. Its unique research, case studies of success, and conclusions for the future should be of interest to senior bank management as well as their advisors, regulators and analysts.
BEST PRACTICE IN BANKING THE AFFLUENT Written by Steve I Davis and published by VRL Knowledgebank The affluent client segment defined in this report as having investable assets equivalent to $100,000 to $1,000,000 represent a large and strategically important client group for retail banks worldwide. This study uses interviews with consultants and other experts plus case studies to articulate the strategies pursued and the successes for distribution channels, segmentation and service levels amongst other elements. To learn more about this study, including how to purchase a copy, click here to download the flyer. BANCASSURANCE The Lessons in Global Experience in Banking and Insurance Collaboration Written by Steven I Davis and published by VRL Knowledgebank This study evaluates global best practice in selling insurance products to a retail client base. Banking and insurance firms have discovered that the sale of insurance products to a retail banking client base is not as straightforward as originally hoped. At the core of this study is a series of in-depth interviews with leading industry players which along with twelve case studies offer insights into successful strategies and tactics. To learn more about this study, including how to purchase a copy, click here to download the flyer. EXCELLENCE IN BANKING REVISITED! Steve Davis (Macmillan 2004)
The sequel to two in-depth studies of the management of excellent banks written in the 1980s, this new volume addresses the key issues that preoccupy the leadership of today's most admired banking institutions. After reviewing the lessons learned from the previous studies, the author examines best practice in addressing issues such as culture, leadership, risk management, managing size and complexity, and sustaining revenue growth. The book concludes with the views expressed by the interview sample on the future evolution of the banking sector, following by the author's own forecasts based on 20 years of study of the world of financial services. INDEPENDENT RESEARCH: LET'S GO BACK TO BASICS! Overwhelmed and confused by the plethora of solutions offered by the US regulators and others to the issue of independent equity research, we submitted the attached to the Comment page of the Financial Times in November, 2002. To our knowledge it has not been published, nor is there any indication it ever will be, but we thought our friends might be interested in our reflections! Click here to download A REPORT CARD FOR BANCASSURANCE IN EUROPE - AND LESSONS FOR THE FUTURE CROSS-SELLING IN RETAIL BANKING |
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