{"id":162625,"date":"2026-06-10T16:56:08","date_gmt":"2026-06-10T16:56:08","guid":{"rendered":"https:\/\/digitionary.com\/dictionnaire\/client-portfolio-2\/"},"modified":"2026-06-10T18:15:10","modified_gmt":"2026-06-10T18:15:10","slug":"client-portfolio-2","status":"publish","type":"dictionnaire-dico","link":"https:\/\/digitionary.com\/en\/dictionnaire\/client-portfolio-2\/","title":{"rendered":"Client portfolio"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A client portfolio represents all the clients for whom a salesperson is responsible. This concept is frequently used in the banking sector to refer to the clients managed by a client advisor. The portfolio holder&#8217;s primary objective is to retain, enhance, and grow their client base. The expression &#8220;client portfolio&#8221; is relevant because it embodies the value of clients within a management approach. More broadly, the term can also encompass all the clients of a company or agency.<\/p>\n","protected":false},"template":"","categories-glossary":[312],"class_list":["post-162625","dictionnaire-dico","type-dictionnaire-dico","status-publish","hentry","categories-glossary-crm-customer-relationship"],"_links":{"self":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/dictionnaire-dico\/162625","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/dictionnaire-dico"}],"about":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/types\/dictionnaire-dico"}],"wp:attachment":[{"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/media?parent=162625"}],"wp:term":[{"taxonomy":"categories-glossary","embeddable":true,"href":"https:\/\/digitionary.com\/en\/wp-json\/wp\/v2\/categories-glossary?post=162625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}