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
In the recruitment process to get their clients and relationship managers on board
In framing the discussion topics that would be covered at each interview
In organising booking and travel schedules to make sure the meetings happened at the convenience of the clients and relationship managers
In directly recruiting non-clients in each centre who fit the private bank's target profile
In collating and analyzing the results of the meetings to ensure that our recommendations were backed up by the results
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.