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Financial Services Firms Need To Rethink Personalization

Personalization Is About Customer Engagement And Loyalty, Not Just The Next Product Sale

September 26, 2019


Why Read This Report

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. This report explains how marketers and digital business leaders need to approach their personalization efforts to drive customer engagement and loyalty.

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Table of Contents

  • The Sorry State Of Personalization In Financial Services
  • Personalization Builds Relationships, Not Just The Next Product Sale
  • Use Personalization To Deliver Value To Customers
  • Supplemental Material
  • Related Research Documents

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