Client Background Challenge Objective What We Did Strengths Opportunities Solutions Business Outcomes Premium banking program perceived as merely “day to day” banking becoming easier, not perceived as wealth management that could enable financial growth ❌ ‘One-size, fit-all’ customer onboarding process only addressed immediate needs, did not talk about potential contextual needs that the premium program could address TERRAGNI CONSULTING (P) LTD PRIVATE AND CONFIDENTIAL
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