Premium Customer Relationship
The digital transformation has generated new practices in the premium customer relationship. Banking, financial, legal and wealth management services now exist online and in mobile applications where physical appointments are gradually being replaced by digital channels.
The convenience and fluidity of online management has become the norm, but today customers are not only expecting to have access to online services, they are also demanding a more personalized and high-quality customer experience.
For example, wealth managers and private bankers need to work closely with their clients to plan and optimize their portfolios. They have to meet their clients regularly to understand their needs and investment priorities, but the clients are very busy people who want to optimize their time and prefer remote appointments to physical appointments requiring travel.