Private Bank Boosts HNI Engagement by 45% with Clodura.AI’s Real-Time HNI Promotions Insights

Increase in HNI Engagement

45%

Higher Conversions

30%

Reduction in Manual Research

60%

Introduction

Targeting High-Net-Worth Individuals at the Right Moment

A leading private bank specializing in wealth management and investment solutions struggled with identifying and engaging high-net-worth individuals (HNIs). The bank relied on outdated lists and manual research, leading to low conversion rates and missed opportunities. 

By leveraging Clodura.AI’s real-time HNI promotions and decision-maker insights, the bank: 

  • Increased HNI engagement by 45% 
  • Improved conversion rates by 30% 
  • Reduced research time by 60% 

Challenges

Outdated HNI Lists and Poor Targeting

Before Clodura.AI, the bank faced: 

Difficulty in Identifying Newly Promoted HNIs:

  • Sales teams lacked real-time updates on executives moving into high-net-worth categories.

Manual Research Delaying Outreach:

  • Reps spent 8+ hours weekly updating contact lists, delaying engagement.

Low Response Rates from Generic Outreach:

  • Cold outreach resulted in low open rates (12%) and poor engagement. 

To maximize HNI engagement, the bank needed automated tracking of promotions and job changes. 

Solution

Clodura.AI’s Real-Time HNI Tracking and Personalized Outreach

By using Clodura.AI’s promotion tracking and AI-powered insights, the bank: 

Identified Newly Promoted HNIs in Real Time 

  • Automatic alerts for CXOs, business owners, and executives moving into HNI status. 

Personalized Investment Offerings for Higher Engagement

  • Tailored wealth management proposals based on career advancements and income growth. 

Reduced Manual Effort and Accelerated Outreach

  • AI-driven insights eliminated manual research, cutting lead identification time by 60%.

Results

Increased Engagement and Faster Conversions

Within six months:

45%

Increase in HNI Engagement:

Personalized pitches improved open rates and response rates. 

30%

Higher Conversions:

Real-time engagement led to better relationship-building and deal closures.

60%

Reduction in Manual Research:

Automated insights freed up sales reps for high-value interactions.

With Clodura.AI, we now engage HNIs at the right moment, improving conversions by 30%. This is a game-changer for private banking!

Wealth Management Head, Private Bank

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