The Private Bank
New Identity Execution
Services:
- Landing page
- Brochure
- Direct mail
Challenge
Introduce a new identity and elevated experience for The Private Bank to a newly acquired, high-net-worth customer base.
Solution
Using succinct copy and elegant, minimalist design principles, we begin a conversation and a connection with this unique audience, and show them we understand and are excited to serve their complex wealth management needs.
Our interim landing page served as an introduction to The Private Bank experience.
TPB strikes a careful balance: A high-touch relationship with an advisor, but also mobile access and other conveniences of modern banking.
KEY INSIGHT
The financial stakes may be higher, and their needs more complex, but high-net-worth customers want what all customers want. To be understood. And served well.
Customers receive a personal welcome kit from their new advisor.
The welcome letter includes a QR code, which holds the advisor’s contact information.
The brochure explains The Private Bank’s mission of tailoring services to the unique needs and values of each customer.
It also captures some of the unique complexities of wealth management that high-net-worth customers face.
