Placing Customers at the Core of Wealth Innovation

Editor

DBS Treasures is deeply committed to customer obsession, ensuring that every decision and service offered is aligned with the changing needs of its clients. The bank has transformed its operations to deliver hyper-personalized services that prioritize empathy and understanding over transactional relationships. By equipping their relationship managers with the skills to empathize with clients’ unique stories, DBS Treasures has seen a 15% increase in investment and life insurance assets under management, reflecting the success of their customer-centric approach.

In order to meet clients’ ambitions, DBS Treasures offers a full spectrum of banking and financial services, unlike many regional banks. The bank’s approach of understanding and anticipating the needs of its clients before they arise has been successful in creating customized solutions that align with each client’s financial goals. By investing in gaining a deeper understanding of clients’ needs through anthropological tools and conversations, DBS Treasures can deliver personalized solutions that resonate with clients’ lifestyles, habits, and aspirations.

One example of the bank’s success in anticipating client needs is through a curated program for clients in the Indian diaspora. By studying transaction data and conducting conversations, DBS identified a need for regular fund remittances back to India. Through push notifications and preferential remittance rates, the bank has made it easier for global Indian clients to manage their finances across wealth corridors. This proactive approach to understanding client needs demonstrates DBS Treasures’ commitment to providing hyper-personalized solutions that anticipate clients’ requirements.

Many investors are looking to diversify their investments by finding offshore global opportunities in reputable jurisdictions, along with onshore and offshore corporate banking solutions. DBS Treasures, known for its solid reputation and innovative use of technology for customer due diligence, is a popular choice for clients seeking wealth management services in Singapore. The bank’s ability to connect clients’ onshore and offshore banking needs, along with its strong regulatory framework, ensures that clients’ assets are managed securely and with integrity.

Through their customer-obsessed culture and focus on empathizing with clients’ unique stories, DBS Treasures has successfully transformed its operations to meet heightened client expectations. By delivering hyper-personalized services and anticipating clients’ needs through advanced digital tools and deep understanding, the bank has seen significant growth in investment and life insurance assets under management. With a commitment to offering customized solutions that align with clients’ financial goals and resonate with their lifestyles, DBS Treasures continues to lead the way in providing comprehensive wealth management services.

Share This Article
Leave a comment