BCR - ERSTE BANK - PRIVATE BANKING

APPLIED BEHAVIORAL SCIENCE IN PRIVATE BANKING

THE PROBLEM

Private Banking clients no longer respond to traditional event formats or transactional financial updates.
BCR-Erste needed a way to stay relevant in a changing regulatory and market landscape—while deepening trust, strengthening loyalty, and building a long-term community of high-net-worth clients across multiple cities.

OUR SOLUTION

As their long-term strategic partner, we designed a 3-year behavioral engagement platform that transformed financial updates into a curated “Third Space” experience.
Using applied behavioral science and a multisensory strategy—regional gastronomy, sensory cues, and trust-reinforcing environments—we engineered a setting that increased emotional readiness, strengthened peer connection, and deepened loyalty.
The result: a consistently high year-over-year return rate, stronger client relationships, and a modernized Private Banking brand seen as relevant, human-centered, and community-driven.