Can you live without confidence and peace of mind? Possibly, but feeling insecure and with a negative vision of existence. And if it is about your financial heritage: would you let yourself be guided by someone who caused you suspicion? This already seems impossible.
Banks are institutions whose relationships with them belong to the human sphere because they are established between people. And every solid and lasting human relationship is based on a bond of trust that is cultivated and consolidated with time and dedication.
That is precisely the raison d'être of personalized financial advice, which puts its dedication to service into practice with close and recurring support to foster long-term ties.
The success of the link between each saver and their adviser
Banco Mediolanum's new communication campaign 'He gave me the' is a faithful reflection of the success of this close link between each saver and their financial advisor, their Family Banker, who is present in the vital moments of the people they accompany.
95% of Banco Mediolanum customers identify with their Family Banker
'He gave me the' is an original game between the name of the entity (Mediolanum) and those intangibles that the client and his family receive from his Family Banker, which, moreover, is always the same.
The spots for this new bank campaign reflect the value of this accompaniment through an emotional combination of attributes and everyday scenes. It is about emphasizing how the Family Banker, which is Banco Mediolanum's main relationship channel with its customers, provides them with motivation, peace of mind, a positive vision, information, security and confidence.
The 'He gave me the' campaign was created to explain that personal bond through people who talk about their lives and the satisfaction of feeling accompanied by a trained and close professional on the way to their goals.
The Family Banker is Banco Mediolanum's trusted professional responsible for advising clients on their savings and investment decisions. His knowledge of financial needs, personal circumstances, characteristics, family situation, wealth distribution, his preferences in terms of financial risk and customer expectations is what allows the Family Banker to always propose the best most appropriate personalized savings and investment solutions.
Number 1 in customer satisfaction
The Family Banker is the great architect of Banco Mediolanum being for the fourth consecutive year the entity with the most satisfied customers in Spanish banking, according to the study published each year by the independent consultant Stiga.
This research highlights that Banco Mediolanum is a leader in 14 categories that are directly linked to some of the attributes highlighted by the 'Me gave la' campaign. One of those main categories is customer satisfaction with their Family Banker, Banco Mediolanum's financial advisor.
The excellence of its work is evident in the firm's latest study, which shows that 95% of customers identify with their Family Banker, which also receives a score of 9.08 out of 10, the highest in the sector. , for their availability, advice and frequency of contacts. These factors are decisive in fostering global satisfaction and customer commitment to the entity.
At the same time, this personal way of doing banking is an opportunity for all those professionals or future financial advisors who want to fully develop this profession.
This close and constant treatment allows both parties to get to know each other. The professional can carry out financial planning that is much more adjusted to the real needs of each saver, accompany you in the emotional management of your finances and help you make the best decisions.
How Family Banker works
The client's relationship with their Family Banker begins with a meeting in which the Family Banker gathers the necessary information to understand the client's financial situation.. It will be the beginning of a long relationship of trust in which each saver can turn to their Family Banker, whenever they need it.
Over time, the Family Banker remains in constant contact with the client and keeps them informed of changes that may affect their savings, helps them plan their financial objectives based on the needs of the different stages of the Financial Cycle of life.
The Family Banker is a self-employed professional, registered with the Bank of Spain as a representative agent of Banco Mediolanum, who has a solid technical background in finance and extensive knowledge of the evolution of the markets and the economy.
In addition, Banco Mediolanum offers its Family Bankers team constant and continuous training, and provides them with the most advanced tools for the development of their activity.
The Mediolanum Banking Group, to which Banco Mediolanum belongs, was founded in 1982 with the aim of managing the efforts and illusions of families through taking care of their finances. It currently has more than 1.68 million bank customers in Italy and Spain.
Its innovative model is based on personalized advice 24 hours a day, 365 days a day, and on multi-channel, which allows the client to interact with the entity, as well as being informed anywhere, via mobile phone, computer or tablet.
This text has been developed by UE Studio, a creative branded content and content marketing firm from Unidad Editorial, for BANCO MEDIOLANUM.