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Affluent Banking
Finalta works with banks to optimise the affluent proposition, improve customer acquisition, increase income from affluent customers and determine a cost effective service delivery model.
Our Benchmarking Studies and Strategic Reviews analyse sales effectiveness, service quality and direct channel management within the affluent segment.
Finalta's analytical framework addresses the key drivers of affluent banking success:
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Organisational structure and segmentation;
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Multichannel proposition;
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Service model and portfolio management;
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Affluent relationship manager sales productivity;
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Marketing and customer acquisition;
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Customer satisfaction and share of wallet; and
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Performance management and RM development.
Clients can choose from three service options depending on the desired level of insight: Benchmarking Study, Strategic Review and Retail Banking Excellence Programme.
Results are highly practical and actionable. Find out how Finalta's clients have been able to rapidly improve the profit generated from their Affluent Segment by reading our Sample Clients Results.
