International Swiss Bank
MetaDesign Zürich

Sector

Financial Services

Services
Customer Experience
Service Design
Change Management

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Almost from one day to another wealth management in the UHNWI sector has been turned upside down: Stricter market regulations. A non-linear customer journey. Digitalization. Demand of maximum individuali-zation. And an increasing cost pressure. This demands for a more human centered pitch which ingeniously waves into the prospects’ lives. And which takes them on a seductive buy-in journey.

We started our journey with our client by asking the questions: What means wealth to your clients? And how can you empower their quest for personal success and fulfillment? The answer: by continuously creating new opportunities sharing expertise fostering curiosity fuelling passion and opening a network of inspiring people ready to challenge and support in the clients quest.

We designed a digital interaction platform which enables a multi-channel and continuous dialog. Through investainment we actively sustain and foster the interest and curiosity of the prospects. Always giving them a good reason for a next interaction with their CA. Be it on- or offline.