PRIVATE BANKING CX

GOING BEYOND THE NUMBERS!

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

 

Our special programme 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 programme;

 

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

  • Product/Service Design for the 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, about this program, from The Financial Institutions' HQ's or Internal Academies