CFM INDOSUEZ Wealth Management - 2019 annual report

14 Our raison d’être : Working every day in the interest of our clients and society A M B I T I O N S A N D F I R S T A C H I E V E M E N T S Our ambitions Expanding and better promoting our offer via synergies with other Group business lines and innovative concepts Strengthening our positioning amongst major clients Improving service quality and client satisfaction, aiming for a seamless service culture Our ambitions Developing green products and services: ESG investment mandates and funds Pursuing solidarity-based initiatives and supporting social entrepreneurship Helping clients and employees adjust and triggering a culture shift Indosuez Wealth Management Our first achievements - Reorganising our Products and Services teams around the world for better cohesion with the sales teams and cooperation with the Crédit Agricole group’s other business lines. - Strengthening our partnerships with the Group’s other business lines and retail networks in France and abroad. - Building a distinctive range of credit services and boosting our expert teams. - Setting up a new global business unit with Crédit Agricole CIB to support and maximise business development and cross-fertilisation opportunities with family holding companies. - Appointing of “Customer Champions” responsible for developing a service quality culture and ensuring it is adopted at all levels of our Bank, optimising our client feedback and client satisfaction measurement tools, eliminating “sticking points” to achieve operational excellence. Our first achievements - Organising green finance events in our locations. - Creating the Indosuez Objectif Terre fund, an investment fund managed by Indosuez Gestion that aims to offer a specific solution that may, at its level, help limit the harmful effects of human activity on the environment. - Setting up a range of green structured products with Crédit Agricole CIB. - Continuing to engage in solidarity actions via the Indosuez Foundations in France and Switzerland, humanitarian leave (Congé Solidaire ® ) offered in partnership with Planète Urgence, and local initiatives (such as Citizen Days). - Signing of the National Energy Transition Pact by CFM Indosuez in Monaco. A business plan launched in June 2019, structured around 3 flagship projects shared with the Crédit Agricole group and 3 priorities specific to our challenges and our business. T H E G R O U P P R O J E C T soci ety - dr iven cl ient - centri c