Journal of Mediocrity

Some first hands experience of mediocrity.

Millenium Private bank Portugal: Mediocre.

Fill up online form, they reply a few days later. I mention friend/neighbor is client but lost RM and moved to switzerland so i did form instead of intro.
Suggest call, but fully booked for next week or something I say I am flexible on July 20th she suggests 330pm july 20th. I don't reply but add it on calendar.

Day of July 20th I check saying I didn't confirm but I am available. She says she has another meeting.
She Never follows up ever again!!
Btw: They were sponsoring Estoril open next to me, no mention, any non mediocre company would have invited a prospective client.

Caixa private bank
With the experience with millenium I thought ok, maybe I will just do PB with my own bank. I filled up the form online. I get a call from a lady at the end of that day. The call sounded like an awkward interview interrogation. Mentioning minimum investment amounts and checking if I am fine with that versus asking directly. I said that works. Let me know what products I can invest in. Says I am off for the next two days will send you on Friday. On friday she sends me some mediocre generic investment producs and a massive list of KYC and other forms to complete. I ask why are these needed I am already a bank customer. She says, we would like the information to be updated. MEDIOCRE.

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