Financial Services
MSB has been working with private and retail banks in the UK, USA and Middle East for 30 years.
We specialise in conducting in-depth, high quality research which allows private banks to understand the expectations of their HNW and Ultra-HNW clients, and whether or not those clients are satisfied with the service currently being provided.
Given the importance and financial sophistication of HNW investors, we conduct the research through face-to-face meetings with each client. Our discreet yet conversational approach encourages clients to speak freely about what matters to them in their private banking relationships, and our knowledge of the banking sector allows us to explore any issues raised in great detail.
Once the research is complete, we will produce a detailed report. This will not merely provide quantitative results, but will include direct quotations and anecdotal evidence from your clients. We make practical recommendations to improve your private banking service and win more business from competitors.
Financial Services Testimonials
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"MSB conducted face-to-face interviews with our UHNW and HNW clients worldwide. Their extensive report formed the basis of our future strategy and had a significant, long-term impact on our decisions. I would strongly recommend MSB for this highly sensitive type of work” - Chief Executive, Wealth Division, UK-based Multinational Bank
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“As a result of the training and change programmes provided by MSB,
we have made great progress improving the culture and embedding much
higher levels of customer service. Their contribution has been
significant at a time of increased competition" - Chief Executive, Mauritius Commercial Bank
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“We have been very impressed with the high levels of training and
service provided by MSB. With their guidance I know we will achieve
some great things. I was especially grateful for their flexibility and
their understanding of the cultural issues here” - Head of Training, BMI Bank, Bahrain
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