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Sales fundamentals in the pensions sector

How can complex relationships in the pensions sector be explained to potential customers?

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Project period

2024

Related expertise

Behavioral Economics, Financial Services

Team

Urs Trinkner, Eva Zuberbühler, Andreas Stritt

Contact

Urs Trinkner

Project description

Swiss Economics supports a financial services company in optimising its sales presentation. The aim is to explain the relationships in the area of pension provision and asset management to interested customers in an understandable way and to emphasise the advantages of product solutions, including the visualisation of long-term asset development.

 

 

 

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