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Solutions for Affluent Banking
Whilst affluent banking addresses a burgeoning middle class, so service and sales are falling behind. Adopting technology is the only solution to realise the potential.
A large number of clients to service makes manual contact too onerous let alone have any ability for relationship managers to tailor their outreach.
Often this client segment is very digitally advanced and time-poor, so outdated communication channels and content formats compound further disengagment.
Content formats are outdated, difficult to digest and disengaging for most recipients, made worse by the fact that most of the outreach is not relevant.
When many clients are forgotten, and content being sent is not engaging enough, it’s a wasted opportunity to build data driven profiles on client preferences.
Product and research teams can generate more engaging content, much faster
Distribute content to clients directly, or nudge RMs on which clients match content, via a range of channels from email to mobile banking app
Now you can bring those dormant clients back to life with engaging content and smarter distribution. Track activity and build enriched personas
Enable your team to access and share items from the intelligent content catalogue.
Harness GenAI to transform factsheets, reports, and more into engaging content.
Share your content to prospects and clients in the modern way that they expect.
Working with leading
private banks
