Industries · Private banking

Clients trust their relationship manager.Give every conversation something worth opening.

Your clients choose a bank for the person who knows them. Between meetings, that person needs something better to send than a PDF.

Book a conversationSee the moments

Example brief

Strengthen relationships before the annual reviews.

Action
Confirm a place at a private client evening
Subject
A private evening with the bank's leadership
  1. 1Recognise the occasion
  2. 2Want to attend, for a stated reason
  3. 3Act

An example brief, with the three things every scene must serve.

01 · The stake

Relationships are personal. Most bank communication is not.

01

A few clients carry each desk.

Each relationship manager looks after a small number of families. Each one is known, and each one has options.
02

Between meetings, there is only the mailing.

Invitations and publications arrive the same way to every client.
03

Relationship managers move.

When a relationship manager leaves, the client history should stay with the bank.

02 · The days in between

The moments between meetings.

Invitations, events, reviews and outlooks. Nothing about returns, rates or products.

Private invitation

An invitation to a private dinner, a talk or a cultural evening. Ends in a confirmed place.

Client event

A forum or a family office day, told for the clients who should be in the room.

Review invitation

An invitation to the annual review, from the relationship manager, with a time to choose.

The bank's outlook

The bank's own published outlook, presented clearly, exactly as compliance approved it.

Next generation

An invitation for the family's next generation to a programme or an event.

Philanthropy and culture

The bank's foundation, art or cultural programme, for the clients who care about it.

03 · Every page knows why

A Story, reasoned.

One brief, worked through. Every scene traces back to what the business needs.

The brief

Business goal
Strengthen relationships before the annual reviews
Action
Confirm a place at a private client evening
Subject
A private evening with the bank's leadership

At most three things to remember. Every scene serves one.

01

Recognise the occasion

An opening scene from the bank's own imagery and video, the evening and who will be there.
02

Want to attend, for a stated reason

Scenes on why this client is invited and what the evening offers them, approved by your compliance review.
03

Act

A personal note from their relationship manager and a button to confirm a place.

If a scene has no reason to be there, review removes it. You approve every scene before it is sent.

04 · How it works

From one brief to every one of your clients.

You brief and approve. Your Story Manager and ten Story Bots make the Story, test it and hand it back. Then you see who acted.

05 · Who sends it

Sent by your relationship managers.

Each relationship manager sends the Story to their own clients, after your compliance review approves it. You see who opened it and who confirmed.

Your Story Manager prepares every Story with you, so your team learns no new tool. How the Story Manager works

Sent from your systems

From your CRM, after compliance review.

  • Salesforce
  • HubSpot
  • Microsoft Dynamics 365
  • SAP Customer Experience
  • Oracle CX
  • Adobe Experience Cloud
  • Marketo Engage
  • Zoho CRM
See all integrations

06 · Contact-level analytics

See each client by name.

Your relationship managers see who confirmed, and who needs a call.

  • Mrs TanConfirmed for the client evening.
  • Mr LimWatched the outlook scene to the end.
  • Ms ChenAsked to bring a guest.
  • Mr WongOpened twice. No reply yet.
  • Mrs SatoNot opened yet. Relationship manager calls.

People shown are illustrations, not real clients.

What you see for each person

Opened
The client saw it
Time per scene
What held their attention
Clicks
What they wanted to know more about
Re-opens
They came back: interest is growing
Internal shares
Others are involved in the decision
Action taken
They booked or responded

Engagement shows who to follow up with. It is a signal, not a sale.

07 · Live Stories

See a Story.

Short, interactive, full-screen and made for the phone. Each one is built from the brand's own imagery and video, and ends in an action. These are live. Swipe them.

Watch maison · Haute horlogerie

Watch maison · Pilot collection

Watch maison · Lunar New Year

Examples made with INSPIFY AI, shown for illustration. Names are withheld. All imagery and content remain the property of their owners.

08 · Who it is for

One industry, three ways in.

For brands

Private banks and wealth managers give every relationship manager something worth sending, approved by compliance before it leaves.

Own your client relationships

For agencies

Agencies with financial clients run event, review and outlook programmes within the bank's approval process.

Own the brand relationship

For publishers

Wealth and business titles publish event and outlook editions with hosted bank pages.

Own the days between issues

09 · Next step

What did your clients receive from their relationship manager between their last two meetings?

Choose one client moment and one market. We show you what a Story built from your own imagery and video looks like, and how you would see who engaged.

Book a conversation

Other industries

Wealth, property and clubs

Book a conversation