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