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Company case by zeb Consulting

zeb case: Quo vadis, customer?

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Case Prompt

The bank "His Earlship Charles", a domestic retail and private bank is in a difficult situation. Profits have been declining over the past years due to the ongoing low interest rates set by the central bank. Additionally, the bank is suffering from a decreasing number of customers. The board of directors is worried about digitalization and wondering, whether the bank is adequately prepared for it.

Please analyze the situation of the client and develop means to sustainably increase profits. Consider the worries expressed by the board of directors.

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I. Analyze declining profits

II. Analysis of product portfolio

III. Analysis of the sales channels

IV. Analysis why clients are leaving the bank

V. Design of roadmap

Further Questions

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