International Private Bank

International Private Bank

The Challenge

 

A leading global private banking and wealth management company were looking to update their internal communications channel.

The business required a solution that would be a central point for the latest company news, events and strategy where the staff could interact and provide feedback. The private bank had a number of research and best practice hubs for their bankers to access when looking for subject-specific information and expertise. The business needed to gauge the usefulness of these site areas and understand which content was most compelling to the bankers as well as where there were gaps that needed to be filled in order to increase the productivity and profitability of the private banking staff.

The solution of choice needed to provide a range of feedback mechanisms including comments, ratings and discussions. It also had to easily facilitate sharing of knowledge, useful insights and expertise. For the bankers who have hectic schedules, it was critical that the solution provided easy access to targeted content so the bankers would not have to spend time browsing around for new and relevant content.