Relationship Management in Banking: Principles and Practice

Endorsed by the UK's Chartered Banker Institute as required reading for the Chartered Banker programme, Relationship Management in Banking will support and develop the need to be able to manage key customer relationships. The text will consider the nature of commercial relationships and help the reader synthesise complex factors in order to develop a robust relationship management methodology. It will draw from bona fide case studies and examples that can demonstrate key relationship management concepts as well as bring learning to life and share examples of customers, good and bad, from a range of different sectors.

Through case studies and providing online updates to regulations, Relationship Management in Banking will consider how to critically analyse approaches to relationship management used for a variety of banking customer types and examine the impact of legislation, regulation, governance and technology on banking relationship management and customer acquisition and retention.