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The engine of financial companies are the different types of bank customers . It does not matter if they are large investment companies or people who want to save, each one of them constitutes the bank's raison d'être. For this reason, it is essential to provide the best experience to each customer who wishes to interact with the organization. For this, the first necessary action is, without a doubt, to know them. As a financial institution, you need to be aware of the expectations and needs of the people or organizations that rely on your services . For this reason, it is essential to segment the different types of banking customers according to what they are looking for and to analyze each of their characteristics in depth. Continue reading and discover: What does financial entities mean.
What is a customer for the bank. Key technology for the attention of the types of banking clients What does financial entities mean? Before analyzing the different types of bank customers, it is important to define some key concepts. Financial entities are Phone Number List those organizations that are dedicated to providing services related to the management of economic resources . Banks are financial organizations that play a key role in the regional economy: they are in charge of controlling and managing their clients' money through various services . Classification Just as there are various types of banking customers, banks and financial institutions can also be divided into two large groups , which, in turn, branch into two segments each. These are: Retail banking This type of organization aims at simple operations of people and companies.
It can be divided into: Commercial banking: It is dedicated to financial intermediation . Among its functions, the collection of deposits from the public and the redirection of the same to the granting of credits to obtain benefits stands out. Private banking: It deals with the professional and global management of its clients' assets . It satisfies the investment, estate, financial and tax planning needs of individuals or family groups. wholesale banking This sector deals with large-scale operations . Usually, it is related to important companies and organizations with a lot of capital . It can be segmented into: Investment banking: This banking segment is intended to obtain funds . Its main objective is to make investments in the medium and long term. He negotiates with large companies in search of profitability for his clients and shareholders.
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发表于 2023-4-13 12:07:48
