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Ideas and Strategies for Real-Time Personalization
The Future of Personalization: 2019 Predictions

The Future of Personalization: 2019 Predictions

January 3, 2019 by

The world of technology changes rapidly. It’s no different with personalization technology. With each passing day, advances are made that can help you better understand your customers and prospects and deliver more relevant experiences to them. It can be overwhelming to keep up. To help you get an idea of what will be coming this year, we’ve compiled some predictions for personalization in 201 […]

Financial Services Marketers: What to Read As You Plan Your 2019 CX Strategy

Financial Services Marketers: What to Read As You Plan Your 2019 CX Strategy

December 11, 2018 by

I don’t think I need to explain the importance of the customer experience. Without customers, you don’t have a business. While everyone understands this in theory, not every business prioritizes the customer experience. Jim Marous of The Financial Brand and The Digital Banking Report said it best: Despite all of the talk about improving the customer experience, most financial institutions have […]

What Actions Can Be Used to Trigger an Email?

What Actions Can Be Used to Trigger an Email?

September 11, 2018 by

The more relevant your email is to a recipient, the more likely the person is to open it. This may seem pretty obvious. With so many emails cluttering our inboxes, why would we waste our time on anything we don’t care about? Sending triggered emails is one great way to ensure your emails are relevant. If you take a quick look through your inbox, you’ll likely find at least one example of the m […]

6 Must-Have Segments for Financial Services Personalization Campaigns

6 Must-Have Segments for Financial Services Personalization Campaigns

July 13, 2018 by

Segmentation is a fundamental component of digital marketing. When you segment your site visitors, you are dividing them into different groups based on some shared attributes or behaviors. When you think about your main customer segments, you may immediately start grouping them according to demographics or life stage — but there’s more to it than that. There are many ways to divide your visito […]

Personalization Helps Financial Services Companies Meet Customers’ Liquid Expectations

Personalization Helps Financial Services Companies Meet Customers’ Liquid Expectations

June 25, 2018 by

There’s no way around it: our customers’ expectations are being continually shaped by their experiences with today’s most innovative and customer-centric brands: Amazon, Coca-Cola, Apple, Southwest Airlines, Hulu, T-Mobile, Reebok, Comedy Central, Mercedes Benz, and so on. Customer experience (CX) leaders like these are upping the ante for all brands, even those associated with a more tradit […]

Top Takeaways from KPMG’s 2018 US Customer Experience Excellence Analysis

Top Takeaways from KPMG’s 2018 US Customer Experience Excellence Analysis

June 19, 2018 by

This month, KPMG published its annual US Customer Experience Excellence Analysis titled Know me: The key to an individualized, personal customer experience. The survey behind the analysis included 7,500 U.S. consumers and 250 brands across 10 business sectors: financial services, grocery, non-grocery retail, restaurants & fast-food, entertainment & leisure, travel and hotels, logistics, ut […]

5 Common Personalization Hurdles (and How to Overcome Them)

5 Common Personalization Hurdles (and How to Overcome Them)

June 15, 2018 by

If businesses could implement personalization instantly, at the touch of a button, they would. Personalization is critical to providing a positive and effective customer experience, but as we all know, it is not quite as simple as pressing a magical button. As an overarching strategy, there are many areas to consider — including which customer points of interaction to personalize, what technolog […]

Getting Started with Personalization for Financial Services

Getting Started with Personalization for Financial Services

March 23, 2018 by

Personalization is an imperative for marketers across all industries, including financial services. But the financial services industry has its own unique challenges and opportunities. To start, financial services products are not impulse purchases — they are products with a longer research cycle in which prospects will likely engage with a company across many different touchpoints throughout th […]

For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

March 13, 2018 by

There are all kinds of reasons companies are changing their approach to data management—and the customer experience is as powerful as any. You may ask, “What does data management have to do with our customer relationships, let alone their perception of our brand?” Quite a bit more than you think, actually. Customer data—or more precisely, what you do with customer data—can help make it o […]

Planning for Personalization in 2018: Starting With What’s Possible

Planning for Personalization in 2018: Starting With What’s Possible

March 1, 2018 by

As we get further into this year, personalization is probably something you’re thinking about. You might be looking to get started with personalization for the first time, or more likely, you’ve done some personalization in the past but now you’re looking to get serious about implementing a real personalization strategy. With so many different places to start, personalization can seem overwh […]

The Importance of Personalization for Financial Services [Infographic]

The Importance of Personalization for Financial Services [Infographic]

February 9, 2018 by

Personalization is such a hot topic in the world of marketing these days. But personalization isn’t just another marketing buzzword — it’s a critical strategy for delivering a better experience for prospects and customers. Every person that visits your site, uses your app, views your emails, calls your call centers, or visits your branch is unique. Each person is looking to accomplish her ow […]

Personalization Examples for Financial Services and Insurance

Personalization Examples for Financial Services and Insurance

January 23, 2018 by

In today’s world, consumers expect a tailored customer experience from the brands they do business with. They expect those experiences to be helpful, enjoyable and relevant. Why is that? More and more companies are providing personalized experiences across digital and in-person channels — beyond just the first few brands that may come to mind like Amazon, Netflix and Spotify. And as more compa […]

Top 6 Financial Services Customer Experience Trends to Watch in 2018

Top 6 Financial Services Customer Experience Trends to Watch in 2018

January 4, 2018 by

In the year ahead — and well beyond — financial services organizations will be shifting their strategic focus to the “customer experience,” or CX. Not to worry, though, there won’t be any less concern about operational efficiency or profitability, but changing customer expectations and competitive pressures will require a new approach to pretty much everything involving today’s tech sa […]

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