| Summary: | 碩士 === 元智大學 === 管理碩士在職專班 === 101 === The high concentration of Taiwan's banks with their many branches seems to become a “mini-profit industry”. Low-risk and high-profit wealth management business thus becomes the key business among banks in order to increasing bank's revenue of fees and profits. Merely to ask the financial consultants to strive for business is not the best way. The case study aims to collect data through interviews and to suggest the execution of “Customer Relationship Management” and “Customer Experience Management” by financial consultants for customers, while considering the attributes and needs of customers to provide the best possible customer satisfaction and enhance customers' loyalty, On the other hand, it aims to enhance“Incentive System”in the bank for financial consultants. When the interests of the customers, financial consultants and bank go in accordance with one another, customers want to increase riches through financial consultants, while financial consultants want to achieve performance targets through the enhancement of services and the bank wants to create profits through financial consultants. It follows that each other's relationship of interdependency increases to create a win-win pattern, in order to enhance the healthy development of U bank wealth management business.
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