Digitising and personalising the client experience in financial services

This video explores how financial service businesses which maintain a strong offline client/customer relationship and the opportunities available to brands if they can deliver a digital experience which matches the service levels delivered offline.

We explore the journey into how to build a 1-2-1 digital relationship with clients by building a complete view of your clients’ needs and interests and personalising and tailoring their digital experience based on what we know about them.

This video will be most relevant for:

  • Asset management
  • Wealth management
  • Private banking –
  • Business/commercial banking


What’s covered:

  • Designing the digital experience around your clients’ needs
  • The value of personalisation in financial services
  • Tailoring experiences based on your client’s goals and risk tolerance
  • Client personalisation planning – Extending the client management function beyond face to face
  • Leveraging data visualisation tools to track and identify client opportunities
  • Putting the individual first: building client profiles to drive client engagement


Tip: Click on the below presentation to scroll through the slides