| Summary: | 碩士 === 國立臺灣科技大學 === 管理研究所 === 92 === The sale of mutual funds relies highly on the channel of banks in Taiwan. If the Security Trust Investment Company (STI company) can control the channel of the banks, it will help STI companies gain high market share. The point of this research is the relationship between the criteria of STI company and the sale incentives of financial consultants. Besides, the usage rate of information source will influence the criteria in selecting STI company, which is another research topic. After interviewing managers and financial consultants of several banks, we generalize some criteria and incentives. We found that the image factors, product factors and commission that STI company have are critical to banks. After completing questionnaire , we conclude that incentives of financial consultants will not influence the criteria of STI company. Moreover, the more the banks value information source , the more they regard highly on the image, product and commission of STI company.
The conclusion suggests the objectives which banks and financial consultants pursue are not identical and it is difficult for STI company to the promote of mutual funds. Monopolized by huge Financial Holdings Company , the STI companies struggle hardly. For STI company to maintain well relationship with banks is important. At last, there are some suggestions for future research, such as the influence of innovative marketing strategy that STI companies develop and personality of financial consultants on the sale of financial product.
|
|---|
