Personalized Customer Journeys In Financial Services
Personalized Customer Journeys In Financial Services
Financial services firms; banks and lenders are purveyors of information on par with governments. The ability to understand data, surface insights and action them is the DNA of what can deliver a proactive, timely and smart customer experience - especially in the digital era. How do you combine an individual’s unique circumstances, needs and preferences and harness this knowledge to drive the right experience at the right time to help them achieve their financial life goals? In this session, learn from several financial services firms who are executing personalized journeys and interactions across a variety of different financials service processes.