The Revenue Gains From Personalization That Financial Institutions Can’t Ignore 

Currently available on demand

About the Mini-Talk:

With the average human spending more than 7 hours a day in front of screens, it’s no surprise that customers now expect personalized experiences from every business they interact with, especially financial institutions (FIs).

With the research suggesting that personalized experiences are both preferred and perceived as better, the benefits for FIs extend far beyond an enhanced customer experience.

In this Mini-Talk, Erika Whitestone, Senior Customer Success Manager and Financial Institution Team Lead at Dynamic Yield explores how personalization drives impact for FIs.

You’ll Learn:

  • Four phases of the customer journey that personalization can revolutionize for financial institutions

  • Personalization use cases for FIs to integrate throughout the customer lifecycle

  • Strategies and tactics to increase customer loyalty, longevity, and top-of-wallet behavior

Check out the full article in our XP² Learning Center!
Erika Whitestone, Senior Customer Success Manager, Financial Institutions Lead, Dynamic Yield

Erika Whitestone, Senior Customer Success Manager & Financial Institutions Lead, Dynamic Yield

Meet our Speaker:

Erika is a Senior Customer Success Manager and Financial Services subject matter expert at Dynamic Yield – she focuses on helping customers reach their personalization goals, empowering them with the right expertise and methodology to achieve significant, positive results from personalization campaigns and experiences.