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Creating a Truly Personalized Digital Banking Experience

This data-driven research report explores how financial marketers can deliver more personalized experiences across digital channels.


Financial institutions are struggling to deliver the tailored digital experiences people increasingly expect.

In today’s digitally diverse financial services landscape, personalization is more important than ever. Consumers’ interactions with brands like Apple, Netflix and Amazon have conditioned them to expect a customized, seamless digital experience.

With financial consumers exponentially adopting digital channels, it’s increasingly important for banking providers to deliver the level of customized experiences people now expect.

Download this 20-page, data-driven research report from EVERFI exploring how financial marketers can deliver a more personalized experience across digital channels by tailoring interactions based on users’ generational segment and financial goals.

Report from EVERFI: Creating a Truly Personalized Digital Experience in Financial Services

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