All Posts by Erika Whitestone

The Power of Recommendations in Financial Services

An industry-specific recommendation approach can bring a new dimension of personalization-based growth.

Unlocking Personalization in Financial Services: The Power of Audience Strategy

Facing strict regulations, organizational silos, and long processes that can inhibit personalization efforts — financial services can break the mold and stimulate progress by focusing on 3-4 primary audiences.

Erika Whitestone, Elizabeth Shew

Choosing a set of primary audiences

Learn the most important criteria for choosing your business’s primary audiences, a core concept that will anchor your rooted personalization approach.

Experience OS

Core Capabilities

Made for Scale

Industries

Channels

Proven impact and success services

Built for scale

Robust partner network

Extensive product resources

All Posts by Erika Whitestone

The Power of Recommendations in Financial Services

Unlocking Personalization in Financial Services: The Power of Audience Strategy

Choosing a set of primary audiences