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UBS Jersey is the world's largest private bank, with more than 140 years of experience. It has succeeded mainly by attracting offshore clients with its tax-haven status. However, increased regulations and global tax initiatives threatened this traditional banking model. Therefore, UBS Jersey commissioned Cincom to develop a new growth strategy that would help the company achieve its financial goals.
Cincom was able to deliver a comprehensive, step-by-step "roadmap to success" by analyzing UBS Jersey’s strengths and weaknesses, as well as its key segments and markets. Cincom developed a sales and marketing strategy with a focus on six initiatives to win new clients and four initiatives to retain and grow existing clients.
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