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Report Financial Services Firms Should Personalize Across The Lifecycle And On All Touchpoints
Personalization Is About Deepening Customer Engagement
Most financial services companies are taking a narrow approach to personalization. Digitally empowered customers are seeking and expecting better, more relevant experiences, but product-oriented...
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Report Use Behavioral Economics To Inform Your Financial Well-Being Strategy
Design Digital Experiences That Encourage Customers To Adopt Better Financial Habits
December 13, 2018 | Aurelie L'HostisAdvances in behavioral science have shed new light on how people make decisions — and that includes personal finance. Despite best intentions, people don't always stick to their financial goals....