PRIVATE BANKING CUSTOMER EXPERIENCE

eXperientia Consulting provides a unique consulting and training program for financial institutions to manage expectations of the high net worth affluent individuals.

 

Our special program includes;

  • Training for private bankers, who are facing directly with the clients and

  • Consulting for designing customer experience, exclusive services, and products for the affluent clients. 

 

Some titles from our program;

 

  • Changes in customer behavior and new trends,

  • Worldwide practices and overview of private banking and wealth management,

  • Product/Service Design for the affluent customers,

  • Expectations of affluent customer,

  • Digital impact in asset management,

  • Prospecting new HNW clients,

  • New generations and investment behavior,

  • How to design excellent experience,

  • How to talk about the numbers and many more topics. 

 

 

Please contact us for more detailed information and set up a meeting to design the best experience for your banking customers.

 

IMPORTANT NOTE:

We only accept information requests, about this program, from The Financial Institutions' HQ's or Internal Academies

Duration:
1 DAY