Future of Banking: Personalization of the Customer Journey


The pace of innovation is accelerating, and consumer expectations are on the rise. How can marketers manage these expectations in a digital world while managing multiple lines of business and breaking down silos between sales and marketing within their organization?

It’s critical for financial organizations to leverage their data and technology to automate the delivery of relevant, personalized content – at scale – and make complex financial transactions personal again.

What You’ll Learn:

  • How customer expectations have changed the ways banks communicate with their customers from first lead touch, to customer for life.
  • How modern organizations are leveraging technology to fill the gaps in the customer journey and putting customers at the center of every interaction.
  • How breaking down data silos can create a 360-degree view of your customer and position your bank as the central financial partner for EVERY transaction.
  • How to leverage data insights and intelligent automation that truly connect and anticipate the needs of your customer and drive trust and customer loyalty.

Total Expert teaches you how the power of digital transformation enables salespeople to deliver the right message at the right time to the right person – creating customers for life.

Watch now by filling out the form on the right.


Watch This On-Demand Webinar from Total Expert Now