XVISORY Ltd. Details

Specialized to build profitable Client Relationships.Management Consulting in all aspects of Client Management resulting in measurable impact on Business volume as well as revenue. My focus is not only on conce...
Specialized to build profitable Client Relationships.Management Consulting in all aspects of Client Management resulting in measurable impact on Business volume as well as revenue. My focus is not only on concept development, it is result-oriented. Requested change of my clients is systematically managed, thus implemented and controlled to make results sustainable.Marketing of RiskAssess... a solution we developed in order to analyze Risk Behavior of Private Investors, next to requirements private investors have in their interaction style with their Asset Managers, Banks or Investment Consultants. The analysis results in a comprehensive report displaying an extended Risk Profile and also covers the requirements of the European Financial Instruments Directive. The solution is directly integrate into the advisory routine of the Investment Advisors and works completely independent of the Asset Managers' or Banks' infrastructure.Speaking, Training and Educating in the field of Managing and Designing Client Experience or Satisfaction ManagementUniversity of St. Gall (HSG - St. Gallen) as an Associate Professor with the new seminar on "Intercultural Customer Satisfaction".Exceed Client expectations with excellent experience.
Website
Employees
HQ
+41435390516
Location
Rüschlikon, Zurich

Employees

Managing Director, Founder
Consulting Manager

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