A two-year pandemic reshaped the future landscape for financial services, rapidly and abruptly. To not only survive but thrive, organisations had a unique opportunity to lead. To get a deeper understanding of their clients, empathise more, make their financial lives friction-free and offer a brand experience – not just another service.
The new normal is where the client expectation is that they will get more value through the experience and interaction with the brand itself. Experiences are now the brand and the brand is now the experience.
What is a private banking experience in this new context?
Investec recently launched a campaign with the tagline ‘Now, that’s Private Banking’. Cumesh Moodliar, head of private banking, explains how it has managed to remain an international award-winning private bank and wealth manager for 10 years*, but also how its client experience has always set the standard for financial services in South Africa.
“We’ve never wavered from one of our core principles. Our clients and our people are at the heart of everything we do. This enables Investec to set the pace, maintain high standards and offer our clients unmatched service levels for a holistic, individual, and specialised private banking experience.”
He says, “As a leading international private banking, wealth management and legacy partner, our business is built around our clients. Investec One Place™ has evolved from banking and investments for the individual to a holistic multi-generational solution.”
It is not what you do, but how you do it
Moodliar observes that as a truly client-centric business, Investec’s key differentiator has always been creating out-of-the-ordinary client experiences and delivery of exceptional client service. It is not what they do, but how they do it.
“The way Investec partners with clients is always human, backed by hi-tech solutions. Investec Online and our app give our clients a consolidated view of their banking and investment accounts, locally and internationally, on one platform and with one login,” he says.
“We take the time to really get to know our clients. We then find a way to help them simplify their lives, grow their wealth and protect what matters most to them. We help them leave a meaningful legacy.”
Leave a legacy
Moodliar explains that as a legacy partner, Investec offers the services, expertise and platforms to enable it’s clients to manage and preserve their immediate and extended families’ and future generations’ wealth and banking needs, locally and internationally.
“Clients and their families have access to an expert private banker who can connect them to specialists across the business. Our global Client Support Centre is available 24/7/365.”
A marathon, not a sprint
“We continue to seek new opportunities and evolve with our clients over the long term to grow and preserve their wealth. In this way, we build enduring legacies that future generations can be proud of.”
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