Trends Report

Personalization In Financial Services Is About Building Relationships

September 6th, 2019


Financial services is a relationship business, built on trust; leaders must approach personalization accordingly. Personalization is a two-way street, so ensure a two-way flow of information and value. Leaders like USAA understand the importance of life events when personalizing experiences. Persado shows how personalization can help trigger the emotions that deepen loyalty.

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.