Summary
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.
Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
- Stay ahead of changing market and customer dynamics with the latest insights.
- Partner with expert analysts to make progress on your top initiatives.
- Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).