Customers expect the same degree of personalization from their financial service providers as their favourite retailer. Organizations are continuously accumulating masses of data allowing for furthering tailoring potential. However, so much information creates challenges when knowing which data to use and furthered with scalability potential.

This panel will explore and deliberate personalization possibilities and the steps which can be taken to retain the best return from your customer data:

• Prioritizing insights most reflective of target customer wants and needs

• Utilizing AI tools to select and scale personalization strategies

• Scaling successful solutions to retain your customer base