A Draft to Rationalize the Sales Model for Micro Companies' Wealth Management Services in Etelä-Karjalan Osuuspankki
A Draft to Rationalize the Sales Model for Micro Companies' Wealth Management Services in Etelä-Karjalan Osuuspankki
The purpose of the research is to find out the current situation of the sales for micro companies’ wealth management services in Etelä-Karjalan Osuuspankki and to form new ideas of improving the sales. The aim is to rationalize the sales model and to create a draft of a sales model for Finnish, OP-Pohjola Group’s Etelä-Karjalan Osuuspankki. The sales model is for micro companies’ wealth management sales. The target group for the sales model is outlined to be only micro companies and the sales services is delimited for wealth management services.
The current study was executed as a qualitative research inside the case organization. Data for this study were gathered from books, Internet, newspapers, scientific articles as well as interviewing and observing the phenomenon. Theoretical framework was created using data from banking field, wealth management and economics in general. Empirical part was executed by interviewing employees in the case company and using the researchers own observation.
After the data were collected and analysed, suggestions for the case organiza-tion were collected and a draft of a sales model for micro companies’ wealth management services was created. By combining the theory and the results of the empirical part of the study the researcher was able to suggest a new sales model for micro companies’ wealth management sales for the case company Etelä-Karjalan Osuuspankki.
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