PNC Bank 2004 Annual Report Download - page 24

COMPREHENSIVE ADVICE
Gerry Walts’ relationship with PNC began years ago
when she opened a checking account.
Then, in 2002, the PNC Advisors team in Louisville, near Ms. Walts’ home,
offered to structure a comprehensive wealth management plan that would
consolidate her financial services from three providers to one. Today, Ms.
Walts entrusts her wealth management, her trust and estate planning and
all of her banking needs to PNC. She stays with us for many reasons –
because of her close working relationship with her PNC team, because of
the coherent and sensible plan developed for her – but most of all because
she trusts PNC to help her manage her financial life.
Growth at PNC Advisors
Among the many types of relationships we have with our clients, the PNC
Advisors client relationship is perhaps most dependent upon trust. But trust
is only the first element of a successful wealth management relationship. We
understand that wealthy individuals have myriad options for wealth manage-
ment, and so we know we must provide a differentiated value proposition.
One way we do that is by understanding the needs and concerns of our
clients and prospects. We listen closely and constantly to each of our clients,
and we deliver comprehensive, customized service through a local team of
professionals. Our clients know their financial advisors, and they know we
possess both the expertise and the range of products necessary to meet
their needs.
In 2004, we enhanced PNC Advisors by offering separately managed accounts
for equity holdings and by enhancing our relationship management approach.
The latter change, which we believe will make the business significantly
more competitive, streamlines our interactions with clients, who now have a
single contact point for all of their business with PNC.
22 2004 PNC Summary Annual Report
TRUST}
0
1
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4
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04
030201
SHAREHOLDERS’
EQUITY
$ billions
At December 31