Bank clients, what profiles exist?

Bank customers, how to minimize customer complaints?

In the changing banking landscape, understanding customer needs and wants is essential for success. Each of the banking clients is unique, with specific expectations that are formed according to their profiles and needs.

Learn first-hand how these profiles stand out.

Identification of bank customer profiles


The first step towards customer satisfaction lies in the accurate identification of these customer profiles. The main ones are:

Personal clients
First, personal customers value simplicity and accessibility.

For them, the banking experience must be intuitive and easy to use. Digitalization and technological innovation become key allies to offer agile and secure banking services. Therefore, everything plays a vital role in ensuring that transactions are efficient and hassle-free.

Business banking clients
These clients seek financial solutions that align with the complexities of their operations. Consequently, banking offers must be adapted to meet the specific needs of each company.

Investor clients


Investor clients, for their part, seek specialized advice and diversified investment options. Financial institutions must innovate in optimizing the banking experience, providing real-time market analysis. Thus, the automation of processes in portfolio management and the implementation of effective technological communications are essential for satisfaction.

Raising the satisfaction of banking customers
Here are some ways to improve the satisfaction of this type of customer:

Personalization of services: Personalization goes beyond simply knowing the customer’s name. Using technological innovation and digitalization, banks can analyze customer data to offer tailored services and products.
Banking experience optimization: Banking experience optimization is achieved through digitization and process automation. Technological innovations such as intuitive mobile banking apps and easy-to-access online platforms ensure customers can transact anytime, anywhere.
Improving NPS Indicators: Net Promoter Score (NPS) indicators are crucial to evaluate customer satisfaction. Therefore, financial institutions must use advanced technologies to collect data, analyze trends and continually improve their services.

Solutions for the moments of pain of banking clients
Proactive care and assessment of the customer journey are critical to addressing customer moments of pain, when expectations are not met or unexpected issues arise.

Proactive attention: Financial institutions should implement real-time monitoring systems that allow them to identify issues before they significantly impact the customer experience.
Evaluation of the customer journey. Understanding the customer journey involves analyzing each point of contact, from the initial search for information to the post-sale.
Practical examples and valuable tips
To illustrate these strategies, let’s consider the case of a bank that implemented a customer service chatbot. This chatbot uses technological innovation to provide quick and accurate responses to customer queries. Thus, they offer a personalized and efficient experience.

A valuable tip is to invest in customer management platforms that integrate real-time data. Also that allow customization based on the customer’s preferences and behaviors. Digitization and process automation are essential to achieve this integration and provide personalized banking services.


In conclusion, personalization, proactive attention and continuous improvement of service are the keys to earning the loyalty of banking customers. Now that you know this, what are you waiting for to promote quality experiences? Remember that we can develop it for you. Contact us to learn about our services!