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CRM and CX strategies

CRM and the rules of engagement

How a powerful, proven CRM strategy will influence customer behavior.

Email communication is fundamental to our banking clients’ lifestyle and concierge service – it’s how we showcase our value, benefit, and trustworthiness to members. When optimized, it increases customer engagement, retention and acquisition, loyalty and emotional connection to your brand, card spend, and Net Promoter Score (NPS). We’ve pulled together a comprehensive summary of data-driven insights to reveal how you can maximize your impact on customer experience with CRM and lifestyle concierge.



Who is the case study for?

Brands, private bankers, and wealth managers with a CRM program and a valued customer base, focused on mass affluent, high-net-worth wealth propositions. These insights will be of particular interest to those developing or reviewing their customer experience (CX) strategies, or to those undergoing procurement of lifestyle services (or concierge).

The paper will also provide valuable insights for anyone with a CRM strategy looking to understand the potential changes in customer preferences and behaviors.


What questions does it answer?

  • How do you secure opt-in to emails, especially with increased legal complexity and privacy regulations?
  • How do you create an effective CRM strategy to improve engagement with communications?
  • What are the benefits of including both planned and trigger comms in a CRM strategy?
  • What are the differences between opting to have a full suite of CRM offerings as opposed to minimal communications?


Example sources from the paper

1. Get Response – Email Marketing Benchmarks

2. DMA – 2021 Email Benchmarking Report

Want more detail on why lifestyle services are an important aspect of many banks’ customer experience strategies? Find out more here.

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How the high-net-worth and mass-affluent will travel in 2022 and beyond

Capitalize on luxury travel trends to increase customer lifetime value.

Lifestyle Service Open APIs Fuel Customer Experience and Value

Leading banks and financial services firms offer travel and lifestyle concierge services as part of their customer experience (CX) strategy. Open APIs allow these companies to surface the most relevant lifestyle services to their customers within their digital platforms and apps, growing acquisition, retention, engagement and card spend.

Interest rates are changing and so are customer strategies in financial services…

Private and retail banks should be working on their customer strategy when interest rates rise. Here are proven ways to invest in customer retention and acquisition.

The Value of Lifestyle Services

“We’re able to leverage the many choices available to open up conversations with clients… so we learn more and build deeper relationships.” – Senior Relationship Manager, a global private bank

Request A Case Study

Can’t find a case study for a problem that you are looking to solve?

If you are interested in any of the topics below, please let us know and we will get in touch.

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