Vorliegendes Arbeitspapier entwickelt auf einem in der Literatur dokumentierten Prozess aufbauendes Modellkonzept, das die Einstellungen der Kunden abbildet und den genannten Anforderungen entspricht.

This article is about individualising the process of giving advice to a retail customer in the field of asset allocation. With regard to this process, two main contributions are made by answering two questions. First, which objectives are relevant for a customer (beyond return and risk) and...

Die vorliegende Arbeit schlägt ein Konzept zur Abbildung relevanterAspekte eines Kunden der Finanzdienstleistungsbranche in einem zentralenRepository, bezeichnet als Kundenmodell, vor. Eine zentrale Rolle spielen dabeidie Einstellungen von Kunden, deren reale Eigenschaften...

Although, from a technical point of view, business frameworks appear to be apromising means to provide the industry with commercial, mission critical business managementsoftware in a cost effective manner and within a competitive time to market, up to now,only very few framework vendors like IBM...

The advent of the internet is revolutionizingthe financial services industry. In the future, electronicbanking (EB) will become a strategic factor, evolvingfrom mere transaction banking to the provision ofindividual, highly customized solutions. For this new wayof EB it is essential to have a...

Markets are undergoing a fundamental shift towards the end of the second millenium: inmany business branches the traditional market forms are supplemented - and in some of thembeing replaced in the long run - by new information age forms of business. Firms wanting tomeet this challenge are...

Comparing pure product features framework based software seems to dominate standard software when it comes to the question how ERP-Systems should be built. Nevertheless one cannot observe that framework vendors begin to threat the market position of vendors of established standard software. Our...