Argenta: From Insight, to Action, to Impact
Argenta, a relatively small bank specializing in mortgages and savings accounts, aims to provide optimal support to its advisors. For Argenta, it is crucial not only to understand the functional needs of its advisors but also their emotions and expectations, so the bank can tailor its services to the specific needs of this target group.
Listening to Advisors Helps Argenta Prioritize
Through open interviews with independent advisors, supported by Forum, Argenta gathers valuable insights. This helps them not only to better understand the concerns of their advisors but also to prioritize improvements in their services. The collaboration with Forum provides objective data that goes beyond the feedback received through account managers, giving Argenta a more complete view of market needs.
Although Argenta’s limited capacity can sometimes be a challenge, the advisor research enables the bank to better prioritize and take more focused actions.
“The insights we gain through Forum help us to work more focused and make the right choices. The research gives us a more neutral view of what’s happening, which is of great value to our collaboration with the advisors.”
