Private banking modernized: where white-glove service meets operational efficiency
As client expectations evolve and operational pressures rise, private banks face a critical challenge: how to scale without compromising the exclusivity and personal touch that define their value.
Today, premium service must combine tailored advice with smarter, more efficient delivery. This whitepaper explores how private banks can modernize their approach while preserving what matters most. It examines the structural challenges slowing transformation and outlines five strategic levers to deliver high-touch, digitally enabled experiences that build loyalty and drive growth.
What you’ll learn:
What’s holding relationship managers back from building deeper client trust
How to meet rising expectations without sacrificing white-glove service
The operational shifts needed to serve complex wealth more efficiently
Episode 26 of Banking Reinvented explores the evolving landscape of private banking and wealth management, focusing on how financial institutions can address shifting customer expectations.
In this episode, host Tim Rutten sits down with Lennart Asshoff, Product Director of Wealth at Backbase, to discuss how private banks and wealth managers can complement traditional, relationship manager-driven services with whiteglove digital experiences. They discuss the challenges faced by institutions still operating with high cost-to-serve models and legacy systems.
Tune in to learn how private banks and wealth managers can progressively modernize their systems to provide the digital experiences their clients demand.
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