« All Webinars

Enhancing The Customer Journey with Data-Driven Personalization

Hear how leading financial institutions are approaching personalization, using data to your advantage and tactical examples of effective touchpoints in the customer lifecycle.


In this uncertain economic climate, financial institutions are under more pressure to spend less while generating more. At the same time, customers have come to expect a seamless, extremely personalized experience wherever they are. Banks and credit unions who take advantage of these expectations and excel at personalization generate higher customer acquisition, engagement, loyalty and revenue.

A data-driven marketing strategy is the answer to guaranteeing ROI – what’s performing well, with whom, and through which channels. Using this data to embed personalization throughout the customer journey will lead to an increase in brand loyalty, new account acquisition, and cross-sell to other channels. In this webinar, you’ll hear about how leading financial institutions are approaching personalization, using data to your advantage and tactical examples of effective touchpoints in the customer lifecycle.

What You’ll Learn:

  • An overview of consumer expectations around personalization
  • How to align personalization to customer growth and retention strategies
  • Tactical use cases for acquiring customers, increasing engagement, and promoting product and service usage.
To instantly watch this on-demand webinar, complete the sign-up form
Name*
Consent Granted*
 

The Financial Brand is your premier destination for comprehensive insights in the financial services sector. With our in-depth articles, webinars, reports and research, we keep banking executives up-to-date with the latest trends, growth strategies, and technological advancements that are transforming the industry today.

© 2025 The Financial Brand. All rights reserved. The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of The Financial Brand.