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The Power of Personalisation

How a bespoke, highly individualised lifestyle service can help retain clients.
In today’s competitive market, client retention is just as critical—if not more so—than acquisition. Businesses that provide lifestyle services, whether in travel, concierge, or luxury experiences, must go beyond transactional interactions and create deep, lasting relationships with their clients.

The demand for personalised services has become paramount across industries. Customers expect to be understood as individuals with communication and services that cater to their specific needs and preferences.

This is where Ten Lifestyle Group is leading the charge in bespoke concierge services. We recognise the importance of catering to individual needs and go beyond the  conventional approach of financial planning and wealth advice to create highly bespoke services that meet the specific needs of each of our members in their personal lives. In this case study, we unpack the power of personalisation and strategic ways in which businesses can drive customer acquisition, engagement and retention.

 

Who is this case study for?

  • Key decision-makers at financial institutions and wealth management firms. 
  • Business leaders who aim to be thought leaders in the private banking industry. 
  • Brands, private bankers, and wealth managers who are looking to empower and enrich the lives of their clients. 

What questions does it answer?

  • What does personalisation and customer empowerment mean in the context of the financial industry?  
  • Why is personalisation important? 
  • How can financial institutions understand the changing needs and preferences of their clients? 
  • What tools, tech solutions and resources can enhance the power of personalisation? What should you be doing as a private banker/wealth manager/card issuer to put the power of choice in the hands of your clients? 
  • What is the desired outcome of personalisation within your business? 

 

Our Case Studies

CRM and the rules of engagement

Customer Relationship Management (CRM) is more than just a tool for managing contacts—it’s a strategic asset that can shape customer behaviour, drive engagement, and increase long-term loyalty. A well-executed CRM strategy doesn’t just store data; it leverages insights to personalise experiences, predict needs, and build stronger relationships.

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

How to drive your bank’s Net Promoter Score performance

The world’s top private and retail banks are leveraging travel and lifestyle services as a customer experience strategy to enhance their NPS. Ten’s concierge services provide high-value customers with personalised access to travel, dining, entertainment, and exclusive offers, leading to greater engagement and retention.

Use Content To Attract And Retain High And Ultra-High Net Worth Individuals

Content is a key tool used to attract, engage, convert and retain high and ultra-high net worth individuals. So, how do you create content for this discerning demographic and what kind of impact can you expect? Download this white paper to uncover the content-marketing practices that can transform your HNWI/UHNWI business.

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