Client servicing level / segmentation
Our client bank has now reached sufficient size and variety of client to warrant re-visiting client segmentation.
Just interested in how others have implemented this.
Our standing ongoing service agreement is the usual fare, ongoing due-dil of solutions, at least annual formal review meeting, access to the team at any time etc.
It is fairly easy to scale this up for clients with more complex needs, but for those with simple needs or that do not need / want an a formal review meeting every year, how have firms approached this?
- Offer of bi-annual meetings?
- MiFID disclosures still issued annually?
- Lower fees?
- Tech driven reporting?
Any anecdotes gratefully received.