Recently we were at the Credit Suisse Business School to talk to Mr Andreas Iten and Mr Othmar Cueni, Managing Director and Head Private Banking Institute. They shared their experience with us about the global roll-out of a new advisory process at Credit Suisse Private Banking, which the CS Business School was implementing worldwide.

The goal of the introduction of this advisory process (see slide below) was to standardize the quality of advice across the bank, while allowing relationship managers the freedom to cater to each individual client with their own personal style. It’s the typical challenge of balancing standardization and individuality in order to gain in efficiency and set quality norms.

In the webcast Mr Iten and Mr Cueni tell us about the challenges of this project and how they managed change to achieve success at a global level.

Enjoy the video and learn more about Credit Suisse Business School:

In the slides below you can find the advisory process which Credit Suisse introduced recently and rolled out globally with the help of their Business School:

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