Taking the load off Investec’s Private Bankers

The Challenge

Investec offers ‘Out of the Ordinary’ private banking to high net worth individuals. They’re a notoriously hard-to-impress group – and one that can take over two years to woo. So how could Investec’s private bankers turn their leads into clients?

The Insight

We discovered that these high earners have a complex set of needs and high expectations of private banking – whether it’s for expertise or extraordinary privileges. So we needed to help Investec’s private bankers show how they were best placed to fulfil their very specific needs.

The Solution

We developed a lead nurture programme that meant they could talk to their prospective customers at the right times, with the right message. An engagement scoring system meant we could instantly recognise ‘hot’ leads when they were ready to convert.

The Idea

We created a series of highly personalised ‘Out of the Ordinary’ communications direct from their private banker. Specially curated by the bankers, we offered introductions to kindred ‘restless spirits’ and invited them to Investec sponsored seminars, cultural and sporting events.

The Remarkable Difference for Investec

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