Yapi Kredi New Private Banking Meeting Experience Qorus Banking Innovation Awards 2022

The new innovation revisited many components of a meeting process from room design to technology / devices involved, from new screen needs to meeting scenarios i.e. in-branch, online and on customer site. We serve individual customers with high asset volume and meeting process is key for customer acquisition, retention and asset allocation. As the pandemics created multiple needs for customers and RMs, we decided to design a new experience. Main building blocks are as follows: i) A new meeting room concept: new meeting rooms with a relaxing cosy atmosphere was created in the branch while ensuring the privacy of our customers. Brand new furniture, decorative objects / art and coffee machines used for the comfort of meeting participants. Customer and the RM sit next to each other and discuss asset allocation reflected on a large TV screen ii) New devices / technologies: RMs can easily take the lead of the meeting with the technical set up, share relevant information via laptop on TV and all participants openly discuss over recently created content. Customer 360 screen specifically created for this experience with a focus on customer's current asset allocation, relevant information regarding investment products and suggested asset distribution in line customer's investor profile based on a test. All screens offer an additional interactivity with the customer, especially when mobile banking is engaged into the meeting. For instance taking the investor test during the meeting instantly reflects on the screen and offers a lot to go through. New Yapi Kredi Private Banking micro website designed for this innovation has presentation purposes and enables the RMs for a more flexible approach with its visuality and dynamism. For instance RMs may easily go through product offerings and display their returns over time instantly, or introduce any product with an animation on web page managed via laptop iii) Other participants / experts can easily get involved: As we offer an integrated wealth management with our subsidiaries Yapi Kredi Asset Management & Yapi Kredi Invest, experts from these entities may get involved via video-conferencing or MS Teams and provide the customer with relevant advice / information iv) availability in various environments: the new Customer 360 screen and micro web site is also available on desktop for online meetings via MS Teams, as well as on iPad for visits on customer site. RMs can easily create value and consistent service for the customer with the new content. v) paperless financial transaction completion during meetings: any financial transaction requsted by the customer during the meeting can easily be completed by the RM and signed via mobile approval functionality on our app, which boosts interactivity and customer satisfaction while eliminating paperwork.