Ep608: Going digital doesn’t bring customers into investing, understanding their behaviour does episode artwork

EPISODE · Jul 6, 2023 · 16 MIN

Ep608: Going digital doesn’t bring customers into investing, understanding their behaviour does

from IBS Intelligence Global FinTech Interviews · host IBS Intelligence Podcasts | A Cedar Consulting Unit

Jurgen Vandenbroucke, Managing Director, everyoneINVESTED Digitisation is not a goal in itself, but a means to reach potential investors. Digitising the sales process won’t magically bring more customers into a bank’s investment solutions – investment is an emotional process, and you need to engage properly with consumers in order to help turn their savings into investments. In other words, acknowledge their fear of losing money, address it properly and boost customer loyalty.

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Ep608: Going digital doesn’t bring customers into investing, understanding their behaviour does

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