Best Private Bank – Client Experience
Clients’ day-to-day experiences hinged on the dedicated front services premium team catering to their needs — be they ad-hoc or regular investment reviews. Tech-enabled monthly portfolio reviews complemented by risk analysis allowed investors to regularly revisit their investment choices. Formal in-person portfolio reviews with the tagged relationship manager benefitted clients, whilst creating opportunities for Credit Suisse to propose investment ideas and products to a sophisticated tier of individuals. Well-known digital platforms such as CS Invest and Canopy gave clients a more holistic view of their investments with the bank and beyond, truly providing them with a 24/7 Swiss banking experience that is hard to find elsewhere.
Credit Suisse’s flagship Digital Private Banking platform continued to hit the right buttons, as it took into account clients’ inclination to rely on mobile devices to fulfil their own banking needs, having become savvier in reviewing and executing deals without having to go through an RM. Should the client want to speak to an RM, CS Chat — which is the zoom-in brand for the Apple Business Chat solution in Asia — provided a simple and compliant communication method by tapping on Apple’s iMessage platform.
Beyond day-to-day investment services, Credit Suisse looked after its clients’ next gens by catering certain events to the younger age group and formulating succession and wealth plans for UHNW families.
Credit Suisse in 2019 kept up the momentum for creating a more immersive and bespoke client experience, making it the private bank of choice for Asia’s upper echelon.
Credit Suisse is Asian Private Banker’s Best Private Bank – Client Experience for 2019.