PRIVATE BANKING CX

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 a unique customer experience, exclusive services, and products for affluent clients. 

 

Some titles from our program;

 

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

• Product/Service Design for affluent customers,

• Changes in customer behavior, 

• Expectations of the affluent customer,

• New technologies in asset management,

• Social media usage for private bankers,

• How to attract affluent millennials,

• 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 from; The Financial Institutions' HQ's or Internal Academies for this program.