Financial services advisory: individualisation and the role of customer data
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Abschlussarbeit Buch |
| Sprache: | English |
| Veröffentlicht: |
Hamburg
Kovac
2009
|
| Ausgabe: | 1. Aufl. |
| Schriftenreihe: | Studien zur Wirtschaftsinformatik
30 |
| Schlagworte: | |
| Online-Zugang: | Ausführliche Beschreibung Inhaltsverzeichnis |
| Beschreibung: | XXIII, 169 S. graph. Darst. 210 mm x 148 mm, 252 gr. |
| ISBN: | 9783830043621 |
Internformat
MARC
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| 245 | 1 | 0 | |a Financial services advisory |b individualisation and the role of customer data |c Marcus Kaiser |
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| 264 | 1 | |a Hamburg |b Kovac |c 2009 | |
| 300 | |a XXIII, 169 S. |b graph. Darst. |c 210 mm x 148 mm, 252 gr. | ||
| 336 | |b txt |2 rdacontent | ||
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| 490 | 1 | |a Studien zur Wirtschaftsinformatik |v 30 | |
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| 650 | 7 | |a Betriebliches Informationssystem |2 stw | |
| 650 | 7 | |a Customer Relationship Management |2 stw | |
| 650 | 7 | |a Deutschland |2 stw | |
| 650 | 4 | |a Finanzberatung - Kundenberatung - Individualisierung - Kundendaten - Qualität | |
| 650 | 7 | |a Finanzdienstleistung |2 stw | |
| 650 | 7 | |a Finanzsektor |2 stw | |
| 650 | 7 | |a Verbraucherschutz |2 stw | |
| 650 | 7 | |a Wertpapierrecht |2 stw | |
| 650 | 0 | 7 | |a Qualität |0 (DE-588)4047966-3 |2 gnd |9 rswk-swf |
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Datensatz im Suchindex
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| adam_text | TABLE OF CONTENT LIST OF FIGURES XV L1STOFTABLES XVII LIST OF
ABBREVIATIONS XXI 1. INTRODUCTION . 1 1.1 MOTIVATION 1 1.2 PROBLEM
STATEMENT 3 1.3 OUTLINE 9 2. CUSTOMER DATA IN FINANCIAL SERVICES
ADVISORY 13 2.1 CUSTOMER DATA BETWEEN PRIVACY AND CONSUMER PROTECTION..
13 2.1.1 DEFMITIONS. 14 2.1.2 PRIVACY LAWS ANDOPTIONS 15 2.1.3 PRIVACY
AND CONSUMER PROTECTION IN ADVISORY SERVICES 18 2.1.3.1 RELEVANCE OF
PRIVACY IN ADVISOIY SERVICES 19 2.1.3.2 DOCUMENTATION OF PERSONAL DATA
DUE TO REGULATION 19 2.1.3.3 HANDLING OF CUSTOMER DATA IN ADVISORY
SERVICES 23 2.1.3.4 CHALLENGES FOR THE IS DISCIPLINE 24 2.2 CONSUMER
PROTECTION AND DATA QUALITY 27 2.2.1 REQUIREMENTS ON DATA QUALITY
METRICS 28 2.2.2 DESIGN OFTHE METRICS. 31 2.2.2.1 CORRECTNESS 32 2.2.2.2
COMPLETENESS 38 2.2.3 CASE STUDY 43 2.3 INTERIM CONCLUSION 52
BIBLIOGRAFISCHE INFORMATIONEN HTTP://D-NB.INFO/993077056 DIGITALISIERT
DURCH XII TABLE OF CONTENT 3. INDIVIDUALISED ADVISORY FOR FINANCIAL
SERVICES.... 53 3.1 CONCEPT AND APPLICATION SCENARIO 54 3.2 CONSIDERING
SITUATIONS AND ROLES OF CUSTOMERS 59 3.2.1 SITUATIONS 61 3.2.1.1
LOCATIONAL SITUATION DURING THE ADVISORY 61 3.2.1.2 EXTERNAL
CIRCUMSTANCES 62 3.2.1.3 THE CUSTOMER S PERSONAL SITUATION 63 3.2.1.4
USING SITUATIONS FOR SIMULATION 64 3.2.2 ROLES 66 3.2.2.1 ROLES IN
DIFFERENT SPHERES OF LIFE 67 3.2.2.2 DIFFERENT ROLES IN ONE SPHERE OF
LIFE 67 3.2.2.3 RELATIONSHIP BETWEEN ROLES AND SITUATIONS 68 3.2.3
DISCUSSION 70 3.3 DETERMININGEFFICIENTPRODUCTCATEGORIESCOMBINATIONS 71
3.3.1 CONSTRUCTION AND MATHEMATICAL FORMULATION 73 3.3.1.1 CONSTRUCTIONS
73 3.3.1.2 MATHEMATICAL PROBLEM 74 3.3.2 COMPLEXITY OF THE PROBLEM 79
3.3.3 ALGORITHM. 80 3.3.3.1 PROBLEM REQUIREMENTS AND SELECTION OF A
HEURISTIC METHOD 80 3.3.3.2 DEVELOPMENT OF AN EVOLUTIONARY ALGORITHM FOR
THE UNDERLYING PROBLEM 82 3.3.4 COMPUTATIONAL STUDY 98 3.3.4.1
DEFINITION OF THE BENCHMARK EFFICIENT FRONTIER 99 3.3.4.2 DEFINITION OF
EVALUATION CRITERIA AND RELATED RATIOS 99 3.3.4.3 PROBLEM INSTANCES AND
PARAMETER SETTINGS 101 3.3.4.4 RESULTS 103 3.4 SELECTING A PARTICULAR
PRODUCT CATEGORIES COMBINATION. ... 107 3.4.1 LITERATURE. 108 3.4.2
TABLEOF CONTENT XIII 3.4.3 RETURN AND RISK- SEPARATED OR
INTEGRATEDCONSIDERATION 127 3.4.4 PREFERENTIAL INDEPENDENCE 129 3.5
INTERIM CONCLUSION 133 4. SUMMARY AND OUTLOOK 135 4.1 SUMMARY. 135 4.2
OUTLOOK. 138 APPENDIX 141 APPENDIX A 141 APPENDIX B 144 APPENDIX C 146
APPENDIX D 147 APPENDIXE 148 APPENDIX F 149 APPENDIX G 150 REFERENCES
151
|
| any_adam_object | 1 |
| author | Kaiser, Marcus |
| author_GND | (DE-588)13398270X |
| author_facet | Kaiser, Marcus |
| author_role | aut |
| author_sort | Kaiser, Marcus |
| author_variant | m k mk |
| building | Verbundindex |
| bvnumber | BV035414638 |
| classification_rvk | QK 320 QK 400 |
| ctrlnum | (OCoLC)552073944 (DE-599)DNB993077056 |
| dewey-full | 332.170688 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.170688 |
| dewey-search | 332.170688 |
| dewey-sort | 3332.170688 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| edition | 1. Aufl. |
| format | Thesis Book |
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| genre_facet | Hochschulschrift |
| id | DE-604.BV035414638 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T21:34:48Z |
| institution | BVB |
| isbn | 9783830043621 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-017335159 |
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| owner_facet | DE-N2 DE-384 DE-945 DE-29 |
| physical | XXIII, 169 S. graph. Darst. 210 mm x 148 mm, 252 gr. |
| publishDate | 2009 |
| publishDateSearch | 2009 |
| publishDateSort | 2009 |
| publisher | Kovac |
| record_format | marc |
| series | Studien zur Wirtschaftsinformatik |
| series2 | Studien zur Wirtschaftsinformatik |
| spelling | Kaiser, Marcus Verfasser (DE-588)13398270X aut Financial services advisory individualisation and the role of customer data Marcus Kaiser 1. Aufl. Hamburg Kovac 2009 XXIII, 169 S. graph. Darst. 210 mm x 148 mm, 252 gr. txt rdacontent n rdamedia nc rdacarrier Studien zur Wirtschaftsinformatik 30 Zugl.: Augsburg, Univ., Diss., 2008 Anlageberatung stw Anlegerschutz stw Betriebliches Informationssystem stw Customer Relationship Management stw Deutschland stw Finanzberatung - Kundenberatung - Individualisierung - Kundendaten - Qualität Finanzdienstleistung stw Finanzsektor stw Verbraucherschutz stw Wertpapierrecht stw Qualität (DE-588)4047966-3 gnd rswk-swf Kundendaten (DE-588)4425089-7 gnd rswk-swf Individualisierung (DE-588)4161542-6 gnd rswk-swf Kundenberatung (DE-588)4114331-0 gnd rswk-swf Finanzberatung (DE-588)4154409-2 gnd rswk-swf (DE-588)4113937-9 Hochschulschrift gnd-content Finanzberatung (DE-588)4154409-2 s Kundenberatung (DE-588)4114331-0 s Individualisierung (DE-588)4161542-6 s Kundendaten (DE-588)4425089-7 s Qualität (DE-588)4047966-3 s DE-604 Studien zur Wirtschaftsinformatik 30 (DE-604)BV012163672 30 text/html http://www.verlagdrkovac.de/978-3-8300-4362-1.htm Ausführliche Beschreibung DNB Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=017335159&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Kaiser, Marcus Financial services advisory individualisation and the role of customer data Studien zur Wirtschaftsinformatik Anlageberatung stw Anlegerschutz stw Betriebliches Informationssystem stw Customer Relationship Management stw Deutschland stw Finanzberatung - Kundenberatung - Individualisierung - Kundendaten - Qualität Finanzdienstleistung stw Finanzsektor stw Verbraucherschutz stw Wertpapierrecht stw Qualität (DE-588)4047966-3 gnd Kundendaten (DE-588)4425089-7 gnd Individualisierung (DE-588)4161542-6 gnd Kundenberatung (DE-588)4114331-0 gnd Finanzberatung (DE-588)4154409-2 gnd |
| subject_GND | (DE-588)4047966-3 (DE-588)4425089-7 (DE-588)4161542-6 (DE-588)4114331-0 (DE-588)4154409-2 (DE-588)4113937-9 |
| title | Financial services advisory individualisation and the role of customer data |
| title_auth | Financial services advisory individualisation and the role of customer data |
| title_exact_search | Financial services advisory individualisation and the role of customer data |
| title_full | Financial services advisory individualisation and the role of customer data Marcus Kaiser |
| title_fullStr | Financial services advisory individualisation and the role of customer data Marcus Kaiser |
| title_full_unstemmed | Financial services advisory individualisation and the role of customer data Marcus Kaiser |
| title_short | Financial services advisory |
| title_sort | financial services advisory individualisation and the role of customer data |
| title_sub | individualisation and the role of customer data |
| topic | Anlageberatung stw Anlegerschutz stw Betriebliches Informationssystem stw Customer Relationship Management stw Deutschland stw Finanzberatung - Kundenberatung - Individualisierung - Kundendaten - Qualität Finanzdienstleistung stw Finanzsektor stw Verbraucherschutz stw Wertpapierrecht stw Qualität (DE-588)4047966-3 gnd Kundendaten (DE-588)4425089-7 gnd Individualisierung (DE-588)4161542-6 gnd Kundenberatung (DE-588)4114331-0 gnd Finanzberatung (DE-588)4154409-2 gnd |
| topic_facet | Anlageberatung Anlegerschutz Betriebliches Informationssystem Customer Relationship Management Deutschland Finanzberatung - Kundenberatung - Individualisierung - Kundendaten - Qualität Finanzdienstleistung Finanzsektor Verbraucherschutz Wertpapierrecht Qualität Kundendaten Individualisierung Kundenberatung Finanzberatung Hochschulschrift |
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