Like an oak that grows slowly but steadily, that’s how any human relationship that desires to last is built. A key component of this strength lies in a bond of trust forged by the hammer and anvil of time. Exactly, her heart lies there personalized financial advice. Its essence is nothing more than a commitment to service that goes hand in hand with a commitment to service. constant accompaniment. Accompanying and developing long-term relationships with clients is the essence of Banco Mediolanum, which revolves around the personalized financial advisory model Family Banker.
Banco Mediolanum’s new communication campaign ‘I Gave la’ is a true reflection of the success of this close bond between each saver and their financial advisors, the Family Bankers. vital moments from the people accompanying
But what is a Family Banker?
A Banco Mediolanum Family Banker is a highly trained financial professional dedicated to providing. personalized financial advice and continued to the bank’s customers. The primary goal of a Family Banker is to establish a solid and trusting relationship with the families they accompany, which comprehensively covers all aspects of their financial life. The idea behind this figure is, financial needs 80% of people are diverse and changeable throughout their lives, so they need a professional who has a deep understanding of their situation and can provide personalized solutions. Whether it’s for retirement planning, buying a home, raising children or simply managing the day-to-day financial chores, a Family Banker becomes a constant ally.
There are numerous advantages to having a Banco Mediolanum Family Banker for clients:
- personal attention: A Family Banker gets to know his clients fully, which allows them to design financial strategies that fit their specific needs and goals.
- constant advice: Family Bankers not only deal with their customers’ current financial affairs, but also try to predict and plan for the future by adapting to changes in life and economic conditions.
- Trust: Family Bankers build a relationship of trust by being close to customers and showing an ongoing commitment to their financial well-being. This gives clients peace of mind knowing they have a financial professional they can trust.
- Access to a wide range of services and products: Banco Mediolanum Family Bankers can provide access to a variety of financial products and services that allow clients to manage all their financial needs.
Banco Mediolanum’s new campaign ‘Give it to me’
Specifically, it is an original game between the name of the entity ‘Give it to me’ (Mediolanum Bank) and intangible assets that the client and his family receive from the same always-on Family Banker.
The spots for this new campaign sum up the value of this accompaniment through an emotional combination of features and everyday scenes… And now when we propose a game:
#1 in customer satisfaction
The transmitter of these values is undoubtedly the Family Banker, Banco Mediolanum’s main relationship channel with its customers and the great architect of being a bank. for the fourth year in a row The institution with the most satisfied customers in Spanish banking, according to research published annually by independent consultant Stiga.
The research highlights that Banco Mediolanum is a leader in 14 categories that are directly related to some of the features highlighted by the ‘I gave it a go’ campaign. One of these main categories is Customer satisfaction with Family Banker.
In fact, the latest Stiga study shows that 95% of customers identify themselves with Family Bankersalso the field 9.08 points out of 10The highest in the industry in terms of availability, recommendation and frequency of contact. Factors determining overall customer satisfaction and increasing loyalty to the organization. At the same time, this personal banking method is an opportunity for all professionals or future financial advisors who want to fully develop this profession.
This close and continuous treatment allows both parties to get to know each other. The professional can make financial planning much more appropriate to the real needs of each saver and accompany them in the emotional management of their finances and help them make the best decisions.
Finally, the campaign ‘gave it to me’ was born to tell about that personal bond and emotional satisfaction with the voice of people talking about their lives, accompanied by a trained and close professional on the way to their goals.