Best Practice Report

Financial Services Firms Need To Rethink Personalization

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

September 26th, 2019
With contributors:
Ted Schadler , Brendan Witcher , Benjamin Ensor , August du Pont , Piers Conway , Sam Bartlett


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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