Marlene Windmiller: How Banks Serve the Ultra Wealthy
Insights on Serving
High-Net-Worth Clients
Aventura, FL - We are proud to announce that Marlene Windmiller, Managing Partner at ARI Financial Group, was recently featured in GoBankingRates in an article titled "I’m a Bank Insider: How Banks Serve the Ultra Wealthy." In the feature, she shares valuable insights into the unique financial needs of high-net-worth individuals (HNWIs), emphasizing that these clients often maintain relationships with multiple banks, seeking personalized service and a single point of contact.
Marlene highlighted the importance of trust and long-term relationships in serving this clientele, explaining that financial institutions can better retain HNWIs by offering fast, flexible, and customized services. Banks that can effectively address both personal and business needs are more likely to deepen client loyalty. In today’s competitive market, Windmiller stressed that consistently exceeding expectations is key: "If the relationship isn’t working out, there’s always the chance that these clients go to someone else who is offering them what they’re looking for." Her insights underscore ARI Financial Group’s commitment to delivering exceptional, client-focused solutions tailored to the complexities of high-net-worth individuals.
Read the full article to discover more about Marlene’s approach to wealth preservation, her role at ARI Financial Group and her inspiring career journey in this exclusive feature!
Learn more about Marlene here.