Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. But financial services companies’ current personalization efforts are nowhere near the level necessary to engage increasingly demanding customers. And most are thinking like retailers when it comes to personalization — which means they are missing out on the broader opportunity and leaving money on the table.
Watch the video below to learn more about why financial services firms need to stop thinking like retailers on personalization.
You can also check out the latest research from my colleague Aurelie L’Hostis and myself on personalization in financial services: “Financial Services Firms Need To Rethink Personalization” and “Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints.”
Please reach out if you have any questions or would like to know how we can help you build your personalization program and drive personalization at scale across your business.