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Remi Chadel on client strategy client experience wealth management

A glimpse at some major consulting projects

Past and current projects

  • Assessing the degree of hospitality of a financial institution including quick wins

  • Improving sales force effectiveness through new client interactions and optimsed organisation

  • Designing value-based client segmentation for acquisition and retention

  • Creating a differentiated client experience for improving client loyalty

  • Sensitizing banking leaders through Brand Experience Sessions

  • Creating a culture of hospitality through workshops and training sessions

  • Designing and implementing the bank's digital touchpoints 

  • Setting up a client-centric IT organisation from thought to implementation

  • Driving front-to-back efficiency (people, processes and technology)

  • Turning new regulations into a client experience

  • Building  strategic partnerships for product distribution and client acquisition

Remi Chadel on client strategy client experience wealth management

Main cutting-edge topics and research areas

Studying, developing and lecturing on the following topics

  • Projecting the future of wealth managment (Wealth Management 2025)

  • Managing clients and families through life-changing events

  • Using ethnography to better interact with wealthy clients and families

  • Conducting meaningful interactions with clients and families

  • Impact of state-of-the-art technologies on wealth management (AI, VR, etc)

  • Using new psychological tools to create sense and meaning in client relationships

  • Studying the impact of luxury, healthcare and high-tech on wealthy clients

  • Designing experiential and transformational seminars for top executives

  • Understanding and formalising the psychology and the ecosystem of the UHNWIs

  • Capturing and translating the new banking needs of the Millenials​​

 

 

 

 

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