Ebook

Crafting a hyper-personalized customer experience

Ways to manage PII and transaction data for better customer engagement and conversion

Across all industries, customer expectations for a seamless user experience are higher than they’ve ever been before. Financial institutions are not just competing with other banks or fintech companies, they are competing with the likes of tech giants like Amazon, Apple, and Netflix.

One thing that takes your customer experience to the next level is hyper-personalization. In this eBook, we explore:

  • Use cases for hyper-personalization in financial services

  • How to leverage the personally identifiable information (PII) you capture at onboarding and your ongoing transaction monitoring data to provide a more personalized customer experience

  • Three steps to get you started with hyper-personalization

  • The regulatory implications of using customer data for hyper-personalization

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