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The customer experience becomes paramount in the criteria for choosing customers in terms of Private Banking services. Customers want both support, a strong relationship with their private manager, but also autonomy and simplicity in interactions with Private Banking.

It is no longer enough to have a prestigious address, golden lounges with thick carpets and high-end financial products to attract and above all retain this demanding and increasingly geographically mobile clientele. The banker must now be omnichannel to interact and best serve his customers wherever they are, whatever the communication channel (email, instant messaging, video call, etc.).

Périclès Group supports private banks in the definition and implementation of customer journeys. Our team of consultants has strong business expertise to understand operational and regulatory issues, but also methodological know-how, in particular Design Thinking, to facilitate the emergence of new ideas thanks to collective intelligence.

For more information, contact us.

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