A world of possibilities
At the core of the project was more than 90-hours of face to face, qualitative interviewing conducted at the client's location in centres in Europe, the Americas, Asia and the Middle East. We sought to engage clients in a strategic dialogue about the future of their private banking relationship.
In addition, we spoke to relationship managers and non-clients to gain insight on the product and service proposition, the integration and the positioning of the private bank.
For this undertaking, we supported our client
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In the recruitment process to get their clients and relationship managers on board
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In framing the discussion topics that would be covered at each interview
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In organising booking and travel schedules to make sure the meetings happened at the convenience of the clients and relationship managers
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In directly recruiting non-clients in each centre who fit the private bank's target profile
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In collating and analyzing the results of the meetings to ensure that our recommendations were backed up by the results
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In feeding back to all those who took part to demonstrate that their input would result directly in positive change
A vision for the future
Following the field work we worked closely with our client to create a value proposition and messaging strategy that is the foundation for the private bank's international strategy.
