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
The Modern Banking Roster: Insights from Pinwheel’s Nationwide Primacy Study
Consumer banking relationships are shifting from monogamy to polyamory, with digital experience now outranking branch proximity as customers’ top priority.
You Won’t Find GenAI Under The Hood of BofA’s Erica… Yet
Bank of America’s virtual assistant will stick with a blend of natural language processing, machine learning, and human input until GenAI improves.
Closing the Digital Divide: Credit Unions Should Prioritize Tech Over Transactions
Credit unions are realizing that to prioritize members’ experience and build loyalty, they must meet members where they are — everywhere.
Get Creative: Why Thoughtfully Crafted Content Matters During Core Conversions
These disruptions can be unsettling — even scary — for customers. But thoughtful and well-crafted messaging signals that their bank is in control.
How Three Banks Are Fighting Back Against App Consolidation
App consolidation is a challenge for banks who want to maintain engagement, but it’s also an opportunity to drive better results.
Surprise, Delight, Stand Out: The Power of Subversive Marketing
Financial institutions should embrace marketing that challenges conventional norms in a positive and engaging manner.
Webinars, Podcasts, Reports
Mastering Omnichannel Marketing with HomeStreet Bank
Omnichannel marketing isn’t just about being present across multiple channels—it’s about creating a connected, data-driven strategy that enhances customer engagement.
Desire for Data-Driven Personalization Unites Demographic Segments
Jaime Dominguez from Q2 talks a new groundbreaking report on cross-generational banking preferences, which offers crucial insights.
Winning in an Era of Fragmented Banking Relationships
David Feuer from Galileo discusses the importance of using data to build stronger relationships that will help stem silent attrition.
The Personal Bank: Delivering Personalized Experiences Across Generations
Growing cross-generational consumer relationships starts with understanding them. But where are marketers supposed to start?
Mastering AI-Powered Personalization for Long-Term Growth
Olly Downs, Chief Technology and AI Officer at Curinos discusses the way organizations of any size can improve the personalization of experiences across the entire customer journey.
CMO Unplugged: The Art and Science of Marketing in the Future
Melissa Stevens, EVP and CMO of Fifth Third Bank discusses how to continue to evolve the marketing process to generate greater attention and returns in front of an SRO audience at the Financial Brand Forum in Las Vegas.
