Personalization in Banking: Aspiration to Execution


Industry pundits and customer surveys indicate that an increasing number of consumers and businesses would like, if not expect, their financial institution to personalize their banking experience. Much like they experience from other service providers like Amazon, Netflix and Facebook, users are looking for relevant suggestions on products/services as well as tips to help improve their financial health.

In this panel style webinar, CEO of Banking Technology at D3 Mark Vipond hosts Zach Hamilton (Sr. Director of Strategy at Synovus), Mark Troske (SVP and Digital COE at TCF Bank), and Jason Brock (Executive Director of Digital Banking at Zionsbancorporation) to discuss the importance of personalized experiences and how banks and credit unions can best position themselves for success.

What You’ll learn:

  • What does “personalization” mean at three top 100 banks
  • How to navigate the right level of personalization for your users
  • Where industry veterans see personalization in banking in 3-5 years

D3 Banking Technology leads the discussion on how Personalized banking experiences are quickly becoming the holy grail of providing exceptional digital engagement.

Watch now by filling out the form on the right.


Watch This Free On-Demand Webinar from D3 Banking Technology Now