Case Studies

The Value Of Concierge

Corporate clients see a strong ROI of at least 3x; underpinned by better retention rates, card spends, assets under management and new business.

Get to know the true value drivers of concierge.

Driving NPS Performance

How to drive your bank’s Net Promoter Score performance by creating broader relevance

The world’s top private and retail banks have found that travel and lifestyle services boost NPS of their valuable customers – by an average of +15 points higher.

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.

Why Bank CEOs Are Using Lifestyle Services To Drive CX Transformation

75% of the world’s 50 largest banks are supporting new and increased investments in customer experience (CX) in 2021. Why? 

We have identified the reasons, and detail how lifestyle services can act as a single channel through which to drive CX transformation through several initiatives.

The Lions, The Tortoise And The Rabbit

As affluent and High-Net-Worth customers emerge from the pandemic in 2021, four unique personas will emerge – from the roaring Lion, ready to splurge, to the conservative Tortoise, happy to remain close to home.

Discover how lifestyle services can be a powerful customer experience (CX) solution by helping your customers enjoy the life they want – and grow your customer retention, acquisition and lifetime value.

What Can Loyalty Points Buy?

Driving engagement and spend, loyalty programs are key to customer retention. Yet with an estimated $50 billion in points never redeemed, there’s a risk of disengagement and financial liability.

Here’s how you can encourage point spend and enhance lifetime loyalty. 

How Lifestyle Services Can Engage The NextGen And Retain AuM

Wealth managers and private banks who are not busy building strong ties with the Next Generation of clients right now are at risk of losing them during the “Great Wealth Transfer”.

Providing clients with valued lifestyle services offer a strategic CX solution to drive asset retention – and expansion – by nurturing bonds with those set to inherit the wealth.

Concierge Innovations And Trends: 2020 And Beyond

Service innovation has helped the corporates we support to achieve higher engagement, extraordinary service levels, and gratitude from their customers, leading to measurable improvements in their targets.

We reflect on the highlights of the new services that members enjoyed and we look ahead to 2021.

Three Key Questions To Ask When Selecting a Concierge, Lifestyle And CX Provider

Many large corporates and brands offer concierge, lifestyle services and customer experience (CX) services to help develop their customer metrics.

We’ve identified three critical considerations to add to your checklist that will help you save time, manage risk and build a robust business case.

React. Adapt. Evolve.

How the COVID-19 pandemic changed the needs and behavior of the affluent.

What next and what it means for you.

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