November | 2022

In one recent project, we worked with a large retail and commercial bank in the UK that was struggling with low referral rates and high dropout rates. By simplifying the customer onboarding journeys and building more robust reporting mechanisms, they were able to increase their conversion rate by 51% and lower their dropout rate by 5x, while also eliminating manual (not to mention expensive) data entry by personal wealth advisors. 

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How Wealth Managers Can Win Mass Affluents with Hyper-personalization

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