Trends Report

Personalization In Financial Services Is In A Sorry State Today

September 6th, 2019

Summary

US online adults are interested in a range of personalization experiences from financial services providers. Many financial services firms say that they are already delivering on personalization and that improving their personalization capabilities and technology further is a top priority. But their approaches to personalization are myopic and miss the mark. Financial services firms must learn to recognize and overcome myriad challenges in personalization.

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