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 Two Biggest Ways Customer Communications Will Change in 2025
Banks and financial institutions must weather this evolution changes quickly and anticipate customer expectations — or risk losing customers to more agile competitors.
Navigating the CFPB’s New Rule: What Every Financial Marketer Should Know
The CFPB’s push for customer data portability may only accelerate banks’ growing problem with attrition. Retention will require a concerted focus on personalization.
Gen Z is 30% More Likely to Open a New Savings Account — What’s Driving Their Choices?
Gen Z is emerging as a savings-savvy financial powerhouse. What factors are influencing their decision-making processes when it comes to choosing how — and where — to save?
What It Takes for Financial Websites to Punch Above Their Weight
From TikTok to AI, modern banking websites must evolve beyond basic service portals. Learn how financial institutions can transform their sites into powerful lead generators.
Move Beyond Traditional Marketing to Embrace AI-Driven Personalization
Consumers expect contextual personalization across channels and in real-time. Olly Downs from Curinos discusses the opportunities and challenges of direct engagement.
How Building and Sustaining Trust Has Become Paramount in the Digital Age
Despite best efforts by many in the industry, trust in financial institutions continues to erode. And more consumers are choosing to silently walk away.
Webinars, Podcasts, Reports
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.
Leveraging Data to Personalize the Lending Experience
Amber Isaku, VP of Lending at A+ FCU, discuses the credit union’s journey to digitize and personalize the lending experience for its members while maintaining a human touch in an increasingly digital landscape.
