For private banks and wealth teams
Private banking client engagement means staying in personal touch with every client, not only the loudest ones. Clientele gives each relationship manager a daily list of clients to contact, the life events and dates behind it, consent records per channel and a drafted personal note.
Money Feed for Alexander, relationship manager
Tuesday, 4 clients to contact
Margaret Ellison
Platinum client
Dear Margaret, next week marks ten years since we first met. Thank you for your trust over this time. I would be glad to take you to lunch to mark it, perhaps Thursday or Friday next week.
Henrik Sorensen
Gold client
Dear Henrik, it has been a while since we last spoke and I wanted to check in. How was the summer in Copenhagen? I am in the office most of next week if a coffee would be useful.
Priya Desai
Gold client
Jonathan Reed
Silver client
Private banking is a relationship business. Clients stay because they trust a person, and they leave quietly when they stop hearing from that person. A relationship manager with 80 or 150 clients cannot keep every birthday, family event and conversation in their head, so contact clusters around the annual review and the clients who call most often.
The cost shows up later. A client who felt forgotten moves assets when a competitor makes a warmer approach, and a new banker who inherits the book starts with almost no context. Good private banking client engagement is consistent, personal contact between formal meetings, based on what the client has shared, recorded properly, and sent only through channels the client has agreed to.
What lands in the Money Feed
Each morning the banker gets a short ranked list. The reasons are personal, never a product push.
Set the quiet period for your team. Valued clients who have gone too long without a personal contact are raised before they drift.
The anniversary of a relationship is a natural moment for a thank you or an invitation to meet, prepared a week ahead.
Birthdays of the client and the family members they mention, saved as important dates, become a reminder with a short note ready.
A personal follow up the day after a review or an event shows the client that the conversation was heard.
When the bank hosts a dinner, a gallery evening or a market briefing, clients whose interests match are invited personally by their banker.
Dates such as a document renewal saved on the profile remind the banker to reach out personally rather than leaving it to a form letter.
Private banks work under strict rules on communication and data. Clientele does not claim to make you compliant with any regulation. It gives your team the records and controls to work within your own policies.
Read the details on clienteling GDPR compliance.
Margaret Ellison
Platinum client, advisor Alexander
93
VIP score
Preferences
Important dates
Consent
Note. Prefers short notes. Invite to the autumn gallery evening.
Next best action. Invite to lunch for the ten year anniversary
Each item comes with a drafted note in the banker's voice and the bank's tone, usually formal and brief. The drafts are relationship messages only: a greeting, a thank you, an invitation, a check in. They never mention products, performance or recommendations. The banker reads every draft, edits it and decides whether to send. Nothing leaves without a person pressing send, and messages go out only between 8:00 and 20:00 in the client's time zone.
On paid plans drafts are written by AI clienteling within the monthly allowance of the plan, trained on the banker's own sample messages.
When a banker changes role or leaves, a manager reassigns the clients and the new banker inherits the full context: dates, preferences, notes and every past conversation. The relationship does not start from zero.
Clientele is clienteling software first built for luxury retail, where client advisors face the same problem as relationship managers. The client book app page explains how books stay with the firm.
Brand costs $299 a month billed yearly for up to 15 users and 3 offices. Flagship costs $999 a month billed yearly for up to 50 users. Enterprise costs $2,499 a month billed yearly and adds SSO, SCIM, custom roles, EU or US data residency, a DPA and security review documentation. See the pricing page for every limit.
FAQ
Clientele gives each relationship manager a short daily list of clients to contact, with the reason (a birthday, a life event, a long silence, an anniversary of the relationship), the relative importance of the client and a drafted personal note. The banker reviews it and sends it on a channel the client has agreed to.
No. Clientele does not give financial advice, recommend investments or assess suitability. Its drafts are relationship messages, such as a greeting, a thank you or an invitation to meet. Any discussion of products stays with the banker and your bank's own advice process.
No. Accounts, positions, transactions and onboarding stay in your banking systems. Clientele holds the relationship side: contact preferences, important dates, household, notes about how a client likes to be contacted and the conversations on each channel.
Consent is stored per channel (WhatsApp, SMS, email) with its status, the date it was captured, the source and who captured it. A message cannot go out on a channel without consent on file, and withdrawals are recorded with their date.
Every message is logged on the client profile with channel, time and sender, and the audit log records who viewed, exported, changed or deleted client data. Check with your compliance team which messaging channels meet your own record keeping rules before you switch them on.
A team of up to 15 relationship managers across 3 offices fits Brand at $299 a month billed yearly. Enterprise, at $2,499 a month billed yearly, adds SSO, SCIM provisioning, custom roles, a choice of EU or US data residency, a DPA and security review documentation.
Use our sample client book or upload your own list. The demo shows five clients to contact, the reason and a drafted relationship note for each.
Plans from $99 a month billed yearly. Subscriptions only, cancel at the end of any period.