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The new Homegate in private banking?
Similar to Switzerland’s leading real estate search portal homegate.ch, Switzerbank.com can also be used to search for suitable ‘properties’.
Hit parade of search criteria
The test with potential private banking clients produced the following ranking of important search criteria:
1) Bank type (e.g. national bank) or a specific bank 2) Client advisor’s language (e.g. Italian) 3) Client advisor’s location (e.g. Berne) 4) Client advisor’s age and gender (e.g. male over 40)
Search engine for efficient preselection
The number of client advisors matching this search profile can be whittled down even further: by their skills and training, by their track record and above all by their private interests, enabling new clients to effectively preselect their favorites. Finally, the photos and videos provide important starting points for that all-important gut decision. As previously, the client only enters into a business relationship after a personal meeting with the bankers he has preselected.
Screenshots: How it works (PDF)
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