Wells Fargo TPB – Future State Experience

Wells Fargo’s The Private Bank has recently completed an effort to better understand the purchase journey and motivations of prospective high net worth (HNW) customers, including how they leverage digital channels in evaluating potential wealth management firms and advisors. In an effort to accelerate engagement among high net worth prospects and clients through TPB’s digital experiences, WIM Digital Marketing seeks to identify and prioritize components of the digital experience that most align to the customer purchase journey.