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Measuring the benefits of investment advice
Project
Project code: 2810HS013
Contract period: 30.12.2010
- 30.09.2011
Budget: 133,096 Euro
Purpose of research: Applied research
'The measurement of customer value of the investment advisory serves three purposes:
First Individual consumers should assess the appropriateness of its investment and to adjust its investment strategy.
Second The individual financial firms should be able to align its internal sales management more customer benefits.
Third In the market for financial firms should be a competition in terms of customer benefits of the consultation can occur.
There is a need for decision support on the methods used to measure the customer value is possible and useful and should be the basis on which their application in practice. The public should be educated about what zen groove and what are the methods to measure the customer value of investment advice.
It is also necessary to consider what measures should be taken to enable the customer benefit for the affected consumers and the public is transparent. Here, even with possible legal action are discussed.
The following items are to be processed scientifically:
First Inventory of existing activities and systems for measuring customer value zen of investment advice
Second Presentation and evaluation tools to measure customer value with a view to bank deposits, financial instruments and capital life insurance, here are the instruments of the performance of the system and the account in the system contain Tene risk and investment decisions of consumers, for the in-ternal sales management the financial industry and suitable for a comparison between the market participants have
Third Presentation and evaluation of legislative and non-legislative measures, which aim to apply the tools in practice '
Section overview
Subjects
- Market Analysis/Marketing Strategy
- Business administration
- Communication Sciences
