Trends Report

Personalization In Financial Services Is About Building Relationships

September 6th, 2019

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.

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