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Decryption – Turnover record. Consequently, commercial pressure, regulatory overload: bank advisers sometimes struggle to meet the growing expectations of their customers. However, In the background, the profession is transformed deeply.
When she still had a bank advisor, Amélie did everything to avoid her. Furthermore, “If he called me. Nevertheless. However, it was to claim a document, announcing an overdraft or trying to sell me a formula to take me money”sums up this framework in the 35 -year -old finance. Consequently, Since then, she has changed without regret to the online bank. Therefore, She prefers to manage her accounts alone. receive a discreet notification rather than an appeal in the middle of her working day. In 2023, scalded by her experience at LCL, she these french people who no new transferred her main account to Boursobank. “The rare times I these french people who no had questions, I was stretched standardized brochures. I don’t see why I would pay for that ”Maugrée the thirty -something.
If banks are pleased with their customers’ satisfaction – 88 % of French people say they have a. good image of their advisor. according to an Ifop survey of February 2024 – a certain frustration persists. Only 16% of those questioned, thus, estimate that an ideal bank must “Advise and support in [leurs] financial investments “. “This is particularly true for CSP+. who are the best informed, and also the most demanding ”explains Pierre*, portfolio manager in a large investment bank. Jérôme*. executive in the media. customer of Crédit Mutuel, will not say the opposite: “For my mortgage, I waited half an hour for my advisor to fill a simulation …
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