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2021年预测:银行将需要再次了解客户

Blog: Forrester BPM Center of Excellence

了解客户对于银行来说是支撑业务的基础能力。监管机构要求银行核实客户身份,分析金融交易来打击洗钱、恐怖主义融资与逃税漏税行为。除去监管合规的要求,银行也需深入了解客户,来为客户提供合适的产品、评估其贷款风险、并制定相应的销售与服务策略。点击“阅读更多”了解2021年银行应如何再次了解客户。

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