This book is of particular interest for those working or aiming to work in the retail financial services environment with responsibilities in a broad range of customer facing activities.The book deals with the relationship of customers as borrowers. Money deposited by customers and then lent to others is one of the main ways in which financial services organizations generate revenue. It demonstrates how processing applications, particularly those that are assessed manually, can impact on a business’ bottom line. It provides a strong understanding of the principles of protection policies, and investment opportunities for older customers.

Table of Contents:

The implications of processing loan applications
The principles of policy protection plans
The potential risks of lending money
Investment opportunities of older customers