Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints
Rachel Eisenhauer September 26, 2019
Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented strategies handicap most banks and insurers. This report explains how financial services firms can drive customer engagement and loyalty by broadening personalization beyond the next product sale and personalizing experiences across the lifecycle and on all touchpoints.