Trends Report

Leading Financial Services Firms Personalize Each Stage Of The Customer Lifecycle

September 24th, 2019

Summary

Financial services firms need to anticipate what individual customers need and personalize interactions to engage each customer in their immediate context throughout the customer’s lifecycle . Tailor customer journeys and marketing content to customer profiles. Tie product recommendations to your customers’ financial situation. Improve customer service by offering more intuitive customer self-service tools.
Use video to deliver targeted financial advice.

Want to read the full report?

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.