Differentiating ourselves through digital

Relationship managers are the first point of contact for our Private Banking clients. My team and I work with the private bankers to manage client portfolios, inform clients about investment solutions and mortgages, and generally help manage daily banking affairs. As you can imagine, it’s a role that involves plenty of client contact. We used to have a lot of face-to-face meetings, which have now all switched to video calls, and we’re attending lots of webinars rather than onsite events. It’s arguably more efficient, but you miss the personal touch and the opportunity to network.

When it comes to managing relationships with clients, digital innovation is very important. Technological developments and digital trends enable us to serve our clients more quickly, as well as helping us stay relevant and current. One example is the ID check app, which allows clients to identify themselves remotely, and another is the investment app, which has seen some great developments during the year.  We’ve received good feedback from clients about being able to do everything remotely – certainly a plus point in 2020!

Our clients also appreciate Private Banking’s connection with Kempen Asset Management. It means we’re able to set up meetings with fund managers for our clients – not something that many wealth managers can offer.

Duygu Ozbek – Team Leader Relationship Managers, Van Lanschot Private Banking