CHAPTER 5

Implementing a Relationship-Oriented Service Plan for a Financial Service Product

Chapter Overview

This chapter describes an implementation plan in place for financial institutions to serve the customer and also achieve organizational goals successfully. Through a research study, Srivastava (2004) established a planned process for the same. The steps are presented in the following sections.

A Customer-Oriented Implementation Plan for Financial Organizations

1. It is observed that many times financial organizations start implementing practices and software related to customer relationship management like competitors, just because competitors are doing so. Every financial organization will have a specific and unique charter. It is important ...

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