The study of Key Successful Factors and Service Gap in Cross-border Wealth Management - The Case of High-net-worth Individuals and Taiwanese Businessman

• Main Authors: Liao, Min-Li, 廖敏利
• Other Authors: Chiu, Kuang-Hui
• Format: Others
• Language: zh-TW
• Published: 2014
• Online Access: http://ndltd.ncl.edu.tw/handle/tqf7h8

碩士 === 國立臺北大學 === 企業管理學系 === 102 === In response to the needs of cross-border wealth management business in the banking industry in Taiwan, literature review summarized the key successful factors of operations. Apply research methods, the first part through modified Delphi method compiled experts' opinions identify the key success factors of the criteria cross-border wealth management, and the second part by Importance - Satisfaction model (IS Model) analyze customer base in the practice of service gaps. The study found: cross-border wealth management operations key successful factors included the image of the product -oriented, the image of customer -oriented and company reputation, such as three dimensions of seventeen measure factors. Taiwan businessman and high net worth individuals (HNWI) through empirical analysis, we found for to be improve area (II / To be improve) of Taiwan businessman and situated in the top three for the improvement factor are "insurance and protection planning" and "loans"; HNWI were "investment by Renminbi in mainland China " and " tax and trust planning", the quality of the properties listed in this area is regarded as important, but the customer service has not yet reached the expected shortfall , the service providers must focus on these quality attributes, and immediately made improvements.