Moments in life to understand the expectations, motivations and fears of (future) clients during a life change (I find myself unemployed, I move, etc.)
The paths to understand the stages of a (future) customer. What questions do they ask themselves, where do they look for answers, who do they turn to, what are their feelings and emotions during the different stages, etc.
Centralize and analyze data:
A data governance strategy to centralize all data available internally... and externally (open data).
An intelligible restitution linked to the uses to have a very detailed vision of the context belgium telegram data of its (future) client.
A reflection on the use of artificial intelligence (the real one!) to detect the right moment to make contact and to be able to predict the genesis of a need
These projects are not directly led by the advisor (even if it is strongly recommended to include him in the discussions). Nevertheless, he must be able to appropriate the tools and be able to use and interpret the data available.
"The advisor will therefore have to integrate new skills linked to user experience and data exploitation. At the same time, the bank will have to be able to provide him with the necessary tools and training.