Financial Terms Glossary

Chinese Walls

Formal

Types of organisational barriers erected by financial institutions to separate potentially conflicting arms of business, or protect secret information, for clients, in order to maintain confidence of investors, creditors, staff, and public bodies. The term Chinese Walls tries to convey the importance of complete separation of potentially conflicting parts of the roles of financial advisers in their business.

Informal

Careless talk down the wine bar? Or are these meant to be so big, that you can see them from outer space. These are barriers inside banks and financial institutions that are supposed to protect the integrity of all the different interest groups that deal with them. Eg Audit, Brokerage, Acquisitions, Banking - it could all get very blurred!

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.
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