MARK ELLIS MANAGING DIRECTOR MAY 2012
Syzygy hn ws_may-2012
Nov 01, 2014
On 31st May 2012, Mark Ellis, MD, SYZYGY was asked to speak at a Wealth Management Briefing at Coutts, The Strand at the launch of the research report 'Reaching out to the High Networths'. Mark spoke about 10 things we've learned about this audience which can be found in this presentation.
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- 1. MARK ELLISMANAGING DIRECTORMAY 2012
- 2. 10Things Weve Learned about HNWs (but were afraid to say out loud)
- 3. #1HNW is not oneaudience, its many. EveryHNW is a person, withemotions (and passions).
- 4. #2Most brands trade on lengthy heritages,built on trust, security and integrity.
- 5. #3Brands are surprised byjust how digitally savvyHNW audiences are
- 6. #4Wealth/Relationship Managersare insight goldmines.
- 7. #5A personal, fast and responsive service is expected.
- 8. #6Digital/technology rarely has a seat in the board room. Banks that still believe more in the power of marble halls and exclusive events, and regard online channels as nice to haves and a playground for gilded youth, will have a rude awakening MyPrivateBanking
- 9. #7Acquisition-wise, most Websites are used for customervalidation. To confirm theyve made the right choice.
- 10. #8Face-to-face meetingsand digital communicationswork together to growrelationships and business.
- 11. #9Despite growinguptake by HNWsglobally, mostfinancial brandsdo not embracesocial media.
- 12. #10Mobile is the future. Its also still an after-thought with most financial brands.
- 13. Thank [email protected]@mellis71www.syzygy.co.uk
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