Credit Suisse Risk Organization Strategic Goals and Performance
5
Actively shift towards enhanced digital advisory approach to
further improve client and RM experience
Building our digital advisory future
Enhancing client and RM experience as part of journey
Client / RM
experience
Foundations
Holistic
Advice on
total wealth in line
with House View
Omni-Channel
Personalized, direct-to-
client omni-channel
proposition
Digital Private Bank (APAC)
☐
Refreshed look & feel and
improved navigation
New technology foundation for
future device capability and security
>65%
direct execution
of eligible DPB
client orders¹
Cloud native
Secure by design
Hub-and-spoke booking center model
**
Agile
: API:
Robust & automated operations Integrated services (API)
Advanced data analytics (Core HNW)
2002
Credit Suisse in briet
Lakold on 2
☐
☐
Increased personalization and
automation through direct-to-client
investment proposals
Data-driven leads generated
based on client behavior with periodic
House View research distribution
~50%
conversion
rate of
resulting leads²
57
Footnotes are an integral part of this presentation. See slides 62-67 in the appendix of this presentation for detailed information, including
important presentation and other information relating to non-GAAP financial measures, and defined terms.
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