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

Why AI Agents May Be the Tech to Finally Deliver on Personalization
Consumers remain unimpressed with the personalization offered by banks, despite years of investment. AI agents may finally change all that.

Why Niche Banking May Be Community Banks’ Secret Weapon
Community banks can gain competitive advantage by leveraging digital technology to go vertical in specialized markets.

The Year of Engagement: Key Trends for Banks and Credit Unions in 2025
Here are five key trends reshaping banking in 2025, from open banking adoption to AI implementation, plus actionable resolutions for financial institutions to stay competitive.

Personalization and Accessibility: Are Banking Apps Doing Enough?
How are financial institutions faring in this often-overlooked component of the digital banking experience?

How Regional Credit Unions Can Win the Personalization Race
A Utah credit union executive explains how focusing on member life goals rather than products creates lasting relationships.

5 Emerging Trends in Personalization and CX for 2025
The challenge will be scaling personalization efforts to meet customer expectations without compromising privacy and trust.
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.