What Does The State of Personalization Maturity in Financial Services Look Like in 2023? скачать в хорошем качестве

What Does The State of Personalization Maturity in Financial Services Look Like in 2023?

With more consumers than ever turning to digital banking solutions and sharing that product offers are more valuable when tailored to their individual needs, the vast majority of global financial institutions have paid notice, identifying personalization as a top priority, with plans to invest more in their programs. But have teams manifested belief into action by prioritizing the right resources and processes to support personalization? This is the burning question for FIs in 2023. Our research revealed 3 significant trends: 1. Personalization is a clear priority within the overall digital strategy for financial services. 2. Resource and process challenges stand in the way of meaningful implementation. 3. A clear divide between Executives and Middle Managers paints a fuller picture of maturity. Ultimately, greater organizational alignment must be achieved to establish programs that are unified in vision, execution, and continued optimization – this is where Pioneer-level personalization for the financial services industry lies in 2023. 👉 Links mentioned in the video: State of Personalization Maturity in Financial Services Report: https://www.dynamicyield.com/personal... Personalization Maturity Self-Assessment: https://www.dynamicyield.com/personal... The State of Personalization Maturity Homepage: https://www.dynamicyield.com/personal... 👉 More from Dynamic Yield: Case Studies: https://www.dynamicyield.com/case-stu... Personalization Guides and Reports: https://www.dynamicyield.com/guides/ Free Conversion Optimization Tools: https://www.dynamicyield.com/tools/ Personalization Benchmarks: https://www.dynamicyield.com/personal... 🚀Looking to kick-start your personalization journey? Contact us at: https://www.dynamicyield.com/request-... 👉 FOLLOW US FACEBOOK:   / dynamicyield   TWITTER:   / dynamicyield   LINKEDIN:   / dynamic-yield   INSTAGRAM:   / dynamicyield   0:00 - The Personalization Landscape in FI 1:27 - The research methodology 1:41 - Trend 1: Personalization is a clear north star for FIs 2:36 - Trend 2: FIs struggle with meaningful implementation 4:12 - Trend 3: Internal misalignment 4:33 - Trend 3a: Cultural misalignment 6:24 - Trend 3b: Disagreement over resources 7:57 - Trend 3c: Process-related challenges 8:31 - Where do test ideas come from? 9:22 - Confusion over usable data sources 10:17 - Testing restrictions on the website 12:22 - The critical next step for personalization programs in FI #personalization #financialservices #conversionrateoptimization #targeting #CRO #Machinelearningmodels #AIpersonalization #algorithm #customerexperience