Personalization
Articles, webinars, podcasts, and reports about on personalization in customer experience in the banking industry, from new technology to data analysis to psychographics and more.
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Articles
‘Money Experiences’ Are Replacing Traditional Digital Banking KPIs
Clicks no longer define success. See how smarter engagement replaces old KPIs to drive loyalty, ROI and real financial impact.
How BofA Sifts Real-time Feedback to Refine CX and Spot Opportunities
The megabank’s “Voices” program measures satisfaction across all channels: live bankers, digital services and the Erica virtual assistant.
How Can Banks Reel in Gen Alpha? Try Learning From Roblox.
Gen Alpha is growing up in interactive digital worlds like Roblox and Fortnite, giving banks a unique opportunity to engage with them.
5 Omnichannel Personalization Strategies That Increase Response Rates
Suncoast CU’s data chief says ‘campaign’ is a dirty word. Here are five lessons for using member data to build relationships.
Why AI Won’t Replace Bankers but Will Expose the Bad Ones
Personalization, when paired with data-driven insights, is emerging as the key for banks to remain relevant and indispensable to customers.
Change How You Think About Primacy and Spark a Fresh Sense of Mission
Banks focus on product cross-selling, but consumers want financial health advice. AI-powered cognitive banking could bridge the gap.
Webinars, Podcasts, Reports
From Primacy to Profitability: Offers That Build Lasting Relationships
Banks alike must bridge the critical gap between data-driven insights and market execution through unified offer management systems.
The Power of Personalization: Building Your Busiest Branch
Competitors aren’t stealing your customers with slick branches. They’re doing it with a superior website.
Bullseye Marketing: Hitting the Target with Data-Driven Personalization
Consumers demand personalization, but banking providers haven’t got the message. And the gap is costing the industry billions.
The Growth Unlock: A Flawless Digital Experience
Learn how community banks and credit unions can compete effectively against fintech disruptors and retain customer primacy in today’s digital-first banking landscape.
How to Turn Customer Interactions Into ROI
Today’s competitive advantage isn’t just having data. It’s knowing how to transform conversations into measurable business value.
How Jenius Bank is Revolutionizing Banking with Personalized Insights
Jenius Bank has surpassed $2 billion in deposits and loans, and launched a banking platform that promises to transform how customers manage finances.
