Private Banking: Dedicated interaction capabilities for an enhanced HNWI advisory experience

Our client is a long-standing institution that has retained a strong reputation for centuries. In recent years, there has been a growing demand from the client and partner (family offices) base for more digital capabilities. HNWIs are beginning to expect the same level of digital services as they are familiar with in retail banks.

Moreover, security challenges – with fraud attempts taking place on a weekly basis – are forcing the sector to innovate and seek out more secure means of interactions.

To better serve and protect their High Net Worth clients across key European countries, the management decided to equip their Relationship Managers and Assistants with Secure Messaging capabilities.

The initial phase of the project focused on enabling Secure Messenger behind our client’s ebanking authentication both on desktop and application. As a second step, Unblu will be integrated into Microsoft Dynamics (CRM) to enable RMs to manage conversations from within their CRM.

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