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Record W4415533114 · doi:10.1108/jsm-03-2025-0209

Comparing the direct, indirect and comparative effects of salespersons’ client and product knowledge in the financial services industry

2025· article· en· W4415533114 on OpenAlexaff
Jasmin Bergeron

Bibliographic record

VenueJournal of Services Marketing · 2025
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicCustomer Service Quality and Loyalty
Canadian institutionsUniversité de MontréalUniversité du Québec à Montréal
Fundersnot available
KeywordsProduct (mathematics)Word of mouthCustomer satisfactionStructural equation modelingFinancial servicesCustomer relationship managementKnowledge sharingTest (biology)Relationship marketing

Abstract

fetched live from OpenAlex

Purpose The purpose of this study is to empirically examine and compare the effects of bankers’ customer knowledge and product knowledge on client satisfaction, trust, positive word of mouth and purchase intentions in the financial services industry. Design/methodology/approach This study investigated real-life buyer–seller dyads involving 402 bankers and 697 clients. Structural equation modeling was used for data analysis to test the proposed model. Findings In the client sample, bankers’ client knowledge demonstrated a stronger effect on client satisfaction and trust than product knowledge. In the banker sample, product knowledge had a stronger impact on client trust than client knowledge. In both samples, client satisfaction had a stronger effect on both positive word of mouth and purchase intentions than client trust. Practical implications Managers should consider client knowledge and human relations skills as major factors in their personnel selection and training strategies. At the marketing management level, it is suggested that policies and decisions of financial institutions must favor an in-depth understanding and sharing of knowledge of clients. Originality/value To the best of the author’s knowledge, this study is one of the first research to empirically compare the effects of bankers’ client knowledge and product knowledge, from both the client and banker perspectives. Although salesperson knowledge of customers has been assumed to be a key element of the marketing concept, it has received little attention despite its high managerial relevance.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.016
Threshold uncertainty score0.448

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0040.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0000.001
Open science0.0000.000
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.023
GPT teacher head0.269
Teacher spread0.246 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations1
Published2025
Admission routes1
Has abstractyes

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