So, the questions are:

>>   1. if you are a rich man, looking for a financial institution to 
manage &
>>   help your business grow, what key information would you look on their 
site?
Wholesale banking is a relationship driven business, there is very little 
to no self-service in the sales process. There are two types of people 
involved one is the decision maker who buys the product/service and the 
other person is someone who does the actual day to day transactions. The 
decision maker is a senior executive like the CEO, CFO, or Treasurer. If 
your site is a sales site then target the decision makers (or their staff 
who does research for them)with brief descriptions of products and 
services offered. A C-suite executive won't spend much time if any surfing 
your site. He most likely is already aware of your services and reputation 
and will just want someone to come in and give him a presentation. The 
day-to-day transaction people are more concerned with how functional your 
online tools are. Demos are good for them. 

One important thing to do is interview the sales staff to see how their 
sales process works and discover some ways that the website can support 
their face-to-face sales pitches. 

>>   2. What would make your sit up and take notice? Delightful & 
surprising
>>   user experiences?
The name and phone number of someone to call.





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