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Case Study 07 Private Banking

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72 views4 pages

Case Study 07 Private Banking

Case Study for PM

Uploaded by

mohamedelwarith
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Case Study #7

Pitcher in Private Banking


Enhancing Customer Engagements

www.pitcher.com

Zurich • Boston • Istanbul • Barcelona • Singapore • New York

info@pitcher.com
Case Study #13 Case Study #7

Situation & Challenges

A major Swiss-based private bank uses a sophisticat- various interests and the pace requests of family mem-
ed dashboard system to collect and combine financial bers, especially during multigenerational meetings. As
information in order to produce customized presen- a result, presentations to clients came across as stale
tations, tailored to the exact needs, interests and risk and disorganized
profiles of their clients. Despite having such a great
tool, Relationship Managers (RMs) were not able to use The compliance department raised additional con-
it efficiently, because the output had to be e-mailed or cerns. When presenting to different type of clients in
printed out. They were going to client meetings with a different languages, countries and jurisdictions, nu-
thick stack of dashboard printouts and additional bro- merous strict regulations had to be followed, making
chures. Market data that was being presented was fre- production and control of presentation material ex-
quently out of date. And it was difficult to address the tremely difficult to manage.

Despite being known as one of the most stable private banks


they felt the need to improve their corporate image by investing
in an innovative solution without involving a long and painful IT
project.

2
Case Study #13 Case Study #7

Recommendation & Execution

In addition to the standard Pitcher platform; a custom Pitcher CMS was integrated to the existing dashboard
user interface, integration with the bank’s proprietary output to facilitate a seamless interface. The system
dashboard system and a liveupdating stock market was loaded with 50,000+ slides categorized by lan-
connection were included in the final project. guage and topic to allow client managers to tailor make
iPad-ready pitch books.
The rollout was developed and implemented in less
than 1 month, well ahead of the client’s schedule.

The rollout was developed and implemented in less than 1


month, well ahead of the client’s schedule.

3
Case Study #13 Case Study #7

Results

Pitcher allows RMs to easily carry all of their fully-up- features, such as highlighting, annotating and draw-
dated materials securely on their iPads. Whether on- ing; the RM can manage the presentation and ensure
line or offline, presentations addressing diverse client a smooth and seamless interaction with the customer.
needs and in various languages are always available at
their fingertips without any extra steps needed. Addi- Compliance-related issues are transparently handled
tional real-time market data and trends, together with by Pitcher. Based on geographical location, only the
key facts can be easily accessed at any times, simply by content which was approved for that region by com-
clicking on a quote or currency in a slide. pliance may be accessed. All required disclaimers and
local stock market data are available based on Geo-lo-
For even better customer experience, RM can custom- cations. Furthermore, new content can be pushed from
ize available materials even further. As an example headquarters and existing content can wiped out re-
– slides from various presentations can be combined motely, or set to expire at a specific time.
into customer-specific presentation sets, based on cli-
ent interests and available time. Most importantly, the use of new technologies by the
bank has been well received by clients. It gives them the
During the presentation, each participant can be hand- impression that the bank is futureoriented, which has had
ed an iPad. Using the remote control and additional an extremely positive impact on their corporate image.

Whether online or offline, presentations addressing diverse


client needs and in various languages are always available at
their fingertips without any extra steps needed.

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