In order to capture at best the “Elite” segment previously identified and increase customer loyalty through intensification, we found useful to ameliorate the care we provide to the management of the estate of the 60+. In fact, the management of their estate appeared to be one criterion of uttermost importance to them. For this purpose, increased publicity will be set, using the channels and methods explained in the promotion and communication section.

This, while enhancing the satisfaction of actual customers, represents an opportunity for capturing potential younger clients of the elite segment. We found convenient to organize information sessions with both the heirs and the giver, which allow us to establish first contact with the inheritors. The later is indeed most likely a part of the younger elite segment and thus likely interested in the personal banking.

Since most of the patrimony of the 60+ will, in fact, be transmitted to their heirs, we thought about giving and promoting the opportunity, with of course prior authorisation of the giver, to participate as well in the management of the assets in question. This will provide those potential customer further insight over the set of products provided by Nagelmackers.

Another modification we found appropriate in order to capture this segment is to improve tax optimisation services for both individuals and SMEs.