Consulting in Optimizing the entry into contact of Private Banks

Entering into private management relationships can be very badly experienced by prospects because of its complexity and the number of supporting documents to provide.

The banking regulations and the MIFID II directive are very strict in terms of elements to obtain prospects and conversely to provide them when entering into a relationship. In addition, prospecting for private managers must be assisted to prevent them from spending time prospecting a client who will potentially be rejected by compliance.

The review of the processes of entering into relationship coupled with the contribution of new technologies are important levers to improve the customer experience at the start of the relationship.

Périclès Group supports the commercial and compliance departments of private banks to rethink entry into relationships in order to significantly improve the customer experience while ensuring compliance with this key process.

For more information, contact us.

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