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Enhancing E Business In The High Net Worth Client

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John Haley
John Haley

A primer on best practices in eBusiness in general and with specific consideration to the High Net Worth client segment. Two examples of potentially differentiating products are profiled as well.

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Enhancing eBusiness in the High Net Worth Client
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Components of a successful User Experience Superior HNW Experience Design & Brand Information Architecture Features & Functionality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cost of doing business - obtaining Web-based sustainable competitive advantage from these pillars is difficult Leading companies repeatedly deliver and drive adoption & loyalty across tools to heighten the user experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Failure to find the right focus among the three pillars can result in “award winning” Websites that fail to deliver for the user
Design/Brand and Information Architecture ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Issues & Symptoms Solutions & Best Practices From our experience, companies address issues associated with design and IA but rarely do these lead to competitive advantage. However failure in this arena can reduce competitiveness – in some cases severely.
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Competitive advantage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Features & Functionality
Personalization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cross Industry Leading Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Channel access ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cross Industry Leading Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data access ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cross Industry Leading Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Self education and service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cross Industry Leading Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Collaboration tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cross Industry Leading Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Analytic tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Cross Industry Leading Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Successful features & functionality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Site development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Driving traffic and adoption ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The breadth of traffic and adoption strategies will likely differ dramatically across emerging HNW, HNW, and UHNW segments
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Excelsior Card: Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Excelsior Card: Strategic Story Tomorrow’s HNW Bank will compete through market leading personalization If… … and… Dan Reiro is a recently minted multi-millionaire with $7 million in assets and some personal need for recognition Strategic Story ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],… how… Can the credit card, as the most frequently used financial product in a highly mature market, break from its traditional models to new means of competitive differentiation through personalization ?
Excelsior Card: Strategic Story Additional Commentary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Where most HNW cards fall under a “one size fits all model” that, the Excelsior Card will be one of a kind and first of its kind. Illustrative Feature Choices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ExcluNet: Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ExcluNet: Strategic Story The bank needs to compete through market leading service If… … and… Mr. Longmuir is the patriarch of a $50 million family with $40mm in personal assets and two children each with $5mm searching for local opportunities to invest in a high growth market Strategic Story ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],… how… can the bank HNW team utilize its trusted advisor status to introduce individuals in a private, discreet manner and provide differentiation through service and networking ?
ExcluNet: Strategic Story Additional Functionality ,[object Object],[object Object],[object Object],Beyond FA facilitated collaboration the bank’s HNW community can be brought together in three other ways. ,[object Object],[object Object]

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Enhancing E Business In The High Net Worth Client

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Notes de l'éditeur

  1. Customers and Financial Advisor’s want to understand the complete “balance sheet and income statement” of the HNW relationship regardless of whether the various assets span multiple bank or other financial services providers