Why do you ask all those questions? Supporting client profiling in financial service encounters

Conference object English OPEN
Kilic, Mehmet; Dolata, Mateusz; Schwabe, Gerhard;
  • Publisher: s.n.
  • Related identifiers: doi: 10.5167/uzh-129556
  • Subject: Department of Informatics | 000 Computer science, knowledge & systems

Client data is key to provide personalized services and products. Therefore, banks go through great efforts to profile their clients during financial advisory service en- counters. Since traditional pen-and-paper profiling does not satisfy the banks’ needs, they strive ... View more
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