How Abbove Strengthens Client Engagement and Improves Private Banks’ NPS by 18%

‍1. Context & Challenge

The challenge for private banks in client engagement and next-generation loyalty

Private banks struggle with engaging high-net-worth clients beyond basic financial advice. Relationships are often centered on the wealth owner and lack deeper value, making it hard to build loyalty — especially with the next generation. This directly impacts client retention and puts assets under management (AUM) at risk during wealth transfer.

2. Solution Implemented with Abbove

A holistic, family-centered wealth advisory approach focused on life goals, powered by Abbove

Integrating Abbove’s technology into private banks client offerings in less than six months helps structure a relationship built on:

• A comprehensive understanding of a family’s evolving total wealth
• An intergenerational approach fostering deep dialogue between the banker and the client, centered on long-term aspirations
• Defining personalized goals and a clear action plan
• Delivering tailored advice through powerful planning tools and dynamic reports

A deeper understanding of client wealth through a truly collaborative approach

Abbove's collaborative model gives banks a broader view of client wealth, including assets outside the bank, thanks to the trust and engagement it fosters. This beyond-money approach reflects high client engagement.

3. Results Achieved

A measurable impact on client engagement: +18% improvement in NPS score

A broader view of clients’ financial assets: Nearly 50% of client-reported assets on the platform come from outside institutions.

Strong adoption from relationship managers: 8.8/10 employee NPS score, with Abbove widely used in meetings to drive deeper, trust-based client conversations.

Key differentiation factors include:

1. Holistic Family-Centric Design: Built for intergenerational engagement
2. Cross-Institution Wealth Visibility
3. Collaborative Experience Engine: Structured access to end clients

4. Conclusion

Integrating Abbove into private banking transforms client relationships, turning them into strategic partnerships centered on holistic wealth management and life goals.

More than 1,100 wealth advisors across Europe — from family offices and private banks — use Abbove to better serve 35,000 families and connect with 180,000 family members.

Discover how Abbove can boost both client and advisor engagement! Contact us at contact@abbove.com

‍Extract from the publication of the use case in the 2025 Wealth Tech 100 report.