CRM and Social Media

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8 January 2013


  • Hi Alexandar,

    Nice article. It will be good to also understand the "security aspects" that private banks are worried now. Banks are worried that the data of HNWs and UHNWs would be compromised if these applications are not backed by good security features.


  • Hi Shankar,

    You raise a great point regarding security, social media, CRM, etc. Security is also a great concern as it relates to mobility. I think an even greater barrier to social media adoption among banks targetting HNW/UHNW is privacy. A HNW investor may not want an advisor (even his own advisor) using his profile; or prospecting by looking at the HNW investor's "friend list". This is partially why LinkedIn, (as opposed to Facebook) has been the preferred social media channel that banks are allowing advisors to use (See MSSB, for example).