Personalizing Banking Relationships: Where Do We Stand? - Virtual Summit 2020


COVID-19 accelerated digital banking’s importance, as customers shift their behavior at unprecedented speed. While banks embrace significant opportunities to modernize their distribution, they also need to rapidly scale their ability to engage clients and maximize their sales performance. One key lever to achieve this result is the personalization of the customer journeys through banking personalization.

In this session, some of the ways we explore personalization are through: 

  • Discussing the challenges that banks need to address 
  • Increasing digital sales 
  • Customer engagement 
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