Critical Factors for Customer Relation and Product marketing
- “Understand me and give me the right information and advice”
- “Give me convenient access to the right products”
- “Appreciate me and get things done easily, quickly, and right”
Measuring Customer Relation
- Number of customers profiled
- Number of customers with financial plans
- Number of targeted customer using on-line channel for transactions
- Customer survey responses on questions related to appreciation and ease of working with the bank.
Measuring Employee Relationship
- “We hire, develop, retain, and reward great people”
- “We are trained in the skills we need to succeed.”
- “We understand the strategy and know what we need to do to implement it”
- “We have the information and tools we need to do our job.”
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