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The Power of Personalisation

How a bespoke, highly individualised lifestyle service can help retain 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

Trends in the luxury market

Like seismic waves after an earthquake, the reverberations of the pandemic have been felt long after its main event, leaving cracks in the economy and how we live in its wake. We investigate the lifestyle trends that have emerged among affluent and wealthy spenders in the aftermath.

CRM and the rules of engagement

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

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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