Like an oak that grows slowly but surely, human relationships that endure are built with steady care. The strength comes from a bond of trust shaped by time and practice. At the core lies a focus on personalized financial guidance. The essence is a commitment to service that goes hand in hand with ongoing support. Building and nurturing long-term relationships with clients is the heart of Banco Mediolanum, centered on the personalized advisory model called Family Banker.
Banco Mediolanum’s new communication campaign, “I Gave la,” reflects the deep connection between savers and their financial advisors, the Family Bankers, highlighting meaningful moments shared with people who guide them.
But what is a Family Banker?
A Family Banker at Banco Mediolanum is a highly trained financial professional dedicated to delivering personalized guidance to the bank’s customers. The primary aim is to build a solid, trusting relationship with the families served, covering all aspects of their financial life. The idea behind this role is simple: financial needs vary across life stages, so a professional who understands each situation can offer tailored solutions. Whether it is retirement planning, purchasing a home, raising children, or managing daily financial chores, a Family Banker becomes a dependable ally.
There are numerous advantages to having a Banco Mediolanum Family Banker for clients:
- personal attention: A Family Banker gets to know clients well, enabling the design of strategies customized to their needs and goals.
- constant guidance: Bankers not only manage current finances but also anticipate changes in life and in the economy to adjust plans accordingly.
- trust: They foster lasting trust by staying close and showing steady commitment to clients’ financial well-being, giving peace of mind with a reliable professional.
- access to a broad range of services and products: Family Bankers can connect clients with a variety of solutions to cover all financial needs.
Banco Mediolanum’s new campaign ‘Give it to me’
The campaign playfully links the brand name with the intangible assets a client and family receive from their always-on Family Banker. The spots celebrate the value of ongoing accompaniment through everyday, relatable scenes. And now, a game is proposed to illustrate that value.
The campaign uses emotional storytelling to show how constant support from a Family Banker translates into practical, real-life benefits for clients and their households.
#1 in customer satisfaction
The voice behind these values is the Family Banker, Banco Mediolanum’s main channel for relationships with customers and the key architect of its approach to banking. For the fourth consecutive year, the institution is recognized as having the most satisfied customers in Spanish banking, according to annual research by an independent consultant. The study highlights that Mediolanum leads in several categories closely tied to the campaign, with customer satisfaction from the Family Banker being a major one.
Recent findings show that Mediolanum leads in fourteen categories that relate to features highlighted by the campaign. Among these, customer satisfaction with the Family Banker stands out as a core strength.
In fact, the latest study shows that a large majority of customers identify with Family Bankers and rate the service highly in availability, willingness to recommend, and frequency of contact. These factors shape overall satisfaction and loyalty, while the personal banking approach also provides opportunities for professionals or aspiring financial advisors who aim to grow in the field. This ongoing, personalized care helps both sides build a deep understanding of needs and makes financial planning more aligned with real life and emotions, supporting better decisions.
Ultimately, the campaign “Give it to me” was created to tell the story of that personal bond and the emotional satisfaction that comes from having a trained, nearby professional guiding clients toward their goals. [Citation: Stiga study, 2023]