2021 Investor Day
Strengthen: Strategic pillars to strengthen the franchise
CREDIT SUISSE
Distribution
Contr
Products &
Capabilities
Strengthen
[
al mode
Operational
& Technology
set-up
Governance and legal entity
■
Key highlights
Globally aligned coverage model
Strengthen sales support teams
☐
Distribution
Dedicated in-house coverage for Wealth Management
☐
Leverage data to drive sales excellence
☐
Build on core investment strengths
Products &
Capabilities
☐
Operational model
& Technology
■
Introduce global product management
Scale blockbuster funds, attractive niche offerings
Continuous product innovation
Global operating platform
Harmonize and standardize to create scalability
☐
Technology as key differentiator
Risk & Controls
Governance &
legal entity set-up
"
Increase organizational clarity & accountability
Strengthen 3 Lines of Defense model
Promote a stronger risk culture
Enhance global reporting & transparency
Streamline management structure
Enhance governance processes
Improve legal entity governance
2021 Investor Day
November 4, 2021
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