Beyond the Basics: Bank Personalization in a Digital-First World


The first half of 2020 has accelerated the shift to a digital-first world, and siloed personalization efforts are no longer enough to compete. As consumers, we have come to expect personalized experiences. From major retailers and tech giants to media and entertainment companies, individualized experiences are embedded in every aspect of our daily lives. Managing our financial lives should be no different.

Financial institutions must embrace this transformation and take their personalization efforts to the next level—leveraging consumer data to deliver relevant, real-time experiences—or risk being left behind. The path to success begins with contextual data and deeper user segmentation.

Join Ned Tobey from NCR to hear how fintech companies are enabling hyper-personalization for financial institutions, and where that personalization is headed. Special guests Wade Arnold of BillGO, and Todd Wooten of Redstone Federal Credit Union, will also share their expertise and discuss how they have experienced success with their digital personalization efforts.

Key Takeaways:

  • Personalization beyond the basics
  • How can financial institutions better sell and onboard commercial prospects in their markets?
  • Effective consumer communication, across all channels
  • Tools to make personal experiences a part of your digital strategy

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