Advisory services which target high net worth investors are getting increasingly attractive for banks. zeb/ banks delivers a systematic concept for the provision of integrated services to discerning customers.
The zeb/ high net worth investors concept is specifically tailored to your bank's needs. It enables you to systematically acquire information about customer needs and objectives so that you can increase your closure and cross-selling rates. The concept is implementable for both asset accumulation and asset optimization customers. Our training programs ensure that your customers are an interactive participant in the consulting process. We also teach your consultants how to recognize closure signals and to derive systematic solutions.
Our methodical approach:
- We analyze the existing consulting process to identify critical performance drivers which will enable the provision of optimum support to high net worth investors.
- In subsequent workshops, we help your employees to standardize the consultancy processes for all individual customer requirements.
- Then we design a dialog concept.
- To guarantee the efficient implementation of the concept, we conclude with practical training.