Merry, peaceful and transparent | Analytical Diaries

by Tom

Merry, peaceful and transparent

Dezember 23, 2011 in Private Banking

We wish all our clients some peaceful and merry days. And since the year-end is positioned very friendly for entrepreneurs this time round, we’ll extend our holiday greetings to extend towards a list of new year’s resolutions we want to see put forth by banks for 2012. In the new year our favorite bank will: Vegi Languste

sell only products that fit the client’s risk profile and time horizon
measure their own success by the performance generated for their
clients
establish a triple bottom-line reporting for investment products
be getting serious about mobile advice and social sales
understand social entrepreneurship as a complement to philanthropy banking

Obviously we are looking forward to many engaged discussions in 2012 and welcome dedicated guest writers…

Indulge responsibly and have fun!
your anvalad team

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Tags: Fun, Private Banking, Transparency

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