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Geschäftstreffen

International Swiss Bank
MetaDesign Zürich

Sector

Financial Services

Services
Customer Experience
Service Design
Change Management

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.

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