The central challenge in private customer banking is to create individual omnichannel customer experiences that strengthen trust and customer loyalty and can be implemented as efficiently and resource-efficiently as possible.
Framework conditions and
current challenges:
Framework conditions and
current challenges:
Significant changes in the framework conditions, such as in customer behaviour, digitalization & AI, demographics & labour market, new realities in interest rate dynamics and inflation as well as innovative competitors have a fundamental impact on banks’ retail business.
Addressing this initial situation with short-term, individual measures generally falls far short of the mark. A holistic examination of all relevant success factors of the business model is required to ensure a sustainable and weatherproof position.
CONFIDUM has a broad range of experience from various sectors and the entire DACH region in the strategic (re)positioning and operational optimization of the private client business. We will be happy to provide you with detailed references on request.
CONFIDUM expertise and
range of services (excerpt):
CONFIDUM expertise and
range of services (excerpt):
Segment-specific realignment of the business model/sales strategy
Potential-oriented support models and customer segmentation
Omnichannel strategy and digital transformation
Target group concepts (e.g. young customers/internationals)
Rethinking omnichannel consulting processes
Sales intensification programs in the interest & commission business
Consulting & product innovations and price/rate modelling
Organize service*excellence
Measure and manage customer satisfaction & loyalty
Data analytics-based customer approach & sales management
Price/tariff modelling
Segment-specific realignment of the business model/sales strategy
Potential-oriented support models and customer segmentation
Omnichannel strategy and digital transformation
Target group concepts (e.g. young customers/internationals)
Rethinking omnichannel consulting processes
Sales intensification programs in the interest & commission business
Consulting & product innovations and price/rate modelling
Organize service*excellence
Measure and manage customer satisfaction & loyalty
Data analytics-based customer approach & sales management
