Growing Revenue by Aligning Customers With the Right Service Level Case Study

Customer service is a critical part of lifecycle management for financial services firms. The experiences that a customer has with a bank may have a significant impact on his or her long-term satisfaction, which can affect the ability of the firm to retain the household and maximize lifetime value.

Read this case study to learn how a leading bank used WealthComplete to identify the growth potential of their existing customers and then used that knowledge to determine appropriate onboarding and customer service strategies, thereby driving $700 million in new revenue. 

Previous Flipbook
Bank Uses MarketMix to Assess Branch Performance
Bank Uses MarketMix to Assess Branch Performance

Next PDF
Reaching the Right Audience Online with Wealth-Based Targeting
Reaching the Right Audience Online with Wealth-Based Targeting