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Case Histories
 
Business Issue:
Determine key decision criteria in selecting a private bank by two groups of clients: those with $10-$15MM investable assets and those with $25MM or more.
Category:
Private Banking
Marketing Research Approach:
Qualitative: One-on-one interviews with a total of 18 individuals in the two groups.
How client used research results:
Develop key marketing strategies to attract new private banking clients.