CFM INDOSUEZ Wealth Management - 2020 Annual Report

14 CR E S CENDO : AMB I T I ON S AND ACH I E V EMENT S I N 2 0 2 0 OUR RAISON D’ÊTRE: WORKING EVERY DAY IN THE INTEREST OF OUR CLIENTS AND SOCIETY The Crescendo business project, launched in June 2019, is structured around three pillars shared with the Crédit Agricole group project and three pillars specific to our challenges and our business. - Implementation of an action plan aiming to improve the client experience and eliminate irritants - Organisation of a Customer Champions network - Increase in co-construction experiences with the creation of a dedicated space (Innovation Lab) - Strengthening of the partnership between CACIB and Indosuez and the first achievements of the Private Investment Banking teamwith the Family holding company clients and promising current files - Development of the credit activity and set-up of specific accelerated procedures - Proactive support for our clients during the crisis worldwide (global digital events, weekly podcasts, flash market publications, etc.) - Enhancement of our Capital Markets offering - Recognition of the quality of Indosuez’s management (7 funds awarded 4 or 5 stars by Morningstar) - Increased cooperation with Amundi - Creation of a newmanagement direction focused on Social and Environmental themes - Launch of a range of mandates promoting more sustainable development and a more responsible economy addressed to the wealth clients of the Crédit Agricole Regional Banks in France - The strengthening of our “responsible” offer in several asset classes (funds, structured products, private equity, etc.) - An accumulation of awards obtained in CSR (in Asia: “Best Private Bank - Sustainable Investments” awarded by Asian Private Banker); in Switzerland “Outstanding Private Bank Switzerland – International Player”, awarded by Private Banker International - Numerous solidarity initiatives worldwide to support the parts of the population made vulnerable by the Covid-19 crisis - Generosity of our employees: more than €400K in donations collected (including matching contributions by the bank) - Citizen Days in Switzerland and Monaco: more than 160 employees at the service of various local associations - Actions carried out by the Indosuez Foundation in France in favour of vulnerable persons and in Switzerland in the framework of environmental projects (reforestation, agroforestry, water management), economic development and raising the awareness of communities. - Publication of the 1 st sustainable report by the Indosuez group - Set-up of a global business line dedicated to the Societal Project with local contacts - Improve service quality and client satisfaction: aim for a flawless customer culture - Strengthen our positioning amongst major clients - Expand and better promote our offer in collaboration with other Group business lines and through innovative concepts - Develop a responsible offer: ESG mandates and funds - Pursue solidarity-based initiatives and support social entrepreneurship - Acculturate our clients and employees to create a break in culture THE GROUP CHAPTER OUR CLIENT PROJECT OUR SOCIETAL PROJECT OUR AMBITIONS OUR AMBITIONS SOME OF OUR ACHIEVEMENTS IN 2020 SOME OF OUR ACHIEVEMENTS IN 2020