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[Cheat Sheet] Why personalization is the future of financial services

Get insights and tips on how to use data-driven personalization to deliver great customer experiences.

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Optimizely will store and process your personal data as described in our privacy notice. You can opt out at any time.

Did you know that misguided personalization efforts can backfire and drive away customers? We recently did a webinar on “Why personalization is the future of financial services” and learned a lot about what financial institutions can do to thrive in the age of customer experience.

Here’s a one-pager cheat sheet to help you understand what personalization is really about and how you can effectively incorporate it into your marketing.

This cheat sheet gives you a quick glance at:

  • The current state of personalization in the financial sector
  • Key challenges in personalizing the customer experience
  • Four crucial steps to building a solid personalized marketing strategy