Financial services organisations need to develop a deeper understanding of people’s needs, and then harness data and technology innovations to create services and customer experiences that will not only fit seamlessly into their daily lives, but amaze, dazzle, delight – and be personal.
Showcasing products that customers with similar needs have bought, providing comparison shopping for financial products for consumers and businesses, or even providing early warnings of potential financial concern for customers, are all things that are achievable and will help deliver a better experience for customers.
But it all starts with data, and having the right tools for the job.
Financial services brands need to invest now, or risk being left behind.
Read more about why financial services brands need customer data-led personalised experience to survive.