Beyond the Book · Assess

Mandate Share™ Assessment

How much authority would customers actually entrust to your institution?

Coming Soon

This companion resource is being developed as part of the Beyond the Book platform. It is planned for release after the book is published.

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Why it matters

As agents handle more of the customer interface, product balances tell only part of the relationship story. Institutions need to understand where customers are willing to delegate.

From the book

Chapter 18 · The Autonomous Economy / Chapter 14 · The End of Banking as an App

Mandate Share™ describes the scope of authority a customer entrusts to an institution to act on their behalf.

What the resource will provide

A structured review of decisions customers might delegate
A way to compare current relationship strengths with opportunities to earn broader authority

Related resources

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