HSBC Private Bank | Case Study
Website Strategy
Summary
HSBC Private Bank established a clearer strategy for how their website should attract and convert qualified leads. LEAD delivered the competitor benchmarking and implementation roadmap to support this shift.
Results at-a-glance
Clear definition of the website’s role within the sales funnel
55-point competitor scorecard identifying gaps and opportunities
Implementation roadmap covering website improvements and process change
Service Area:
Website Strategy
Client Snapshot
HSBC are one of the world’s largest banks, serving over 40 million customers across 57 markets worldwide.
Challenge
The HSBC Private Bank website attracted traffic but produced few qualified leads, and internal teams disagreed on its place in the sales funnel. This ambiguity risked under-investing in a channel for procuring key ultra-high-net-worth clients.
Solution
We reviewed internal workflows and benchmarked leading competitors, then delivered an implementation roadmap that showed both the website improvements required and the process changes needed to deliver them.
Competitor Analysis
We built a 55-point scorecard that showed where the current gaps and opportunities were for the website across 3 dimensions. As part of the competitor analysis, we highlighted the website and editorial strategies for key competitors as compared to HSBC Private Bank.
Outcome
The work gave HSBC Private Bank a clear view of what the website should do and how to improve it. The scorecard and roadmap helped teams see the gaps and agree on the next steps.
If you want your website to deliver more
If you want your website to play a clearer role in attracting, informing or converting customers, we can help define the improvements that will make the biggest difference. We can talk through what a focused strategy might involve.
Find out how we can help…
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