Creating Personalized Financial Services Experiences

Financial services are undergoing a myriad of transformational changes, yet product and experience development practices and segmentation models in the industry often remain mired in the practices of a bygone era. To succeed, players in the finance field need to adopt contemporary personalization strategies and focus on developing genuine, empathetic relationships with their consumers. In this episode of "Let's Talk Personalization, host Kevin P. Nichols interviews experience insight strategist Brian R. Miller about how to build new levels of personalization in financial services experiences and products. Personalization is essential to building an enduring customer relationship and deep cross-product solution propositions that support successful businesses in the era of modern finance. Can’t make it? Register, and we’ll send you a link to watch a recording when convenient. "Let's Talk Personalization" is brought to you by The Content Wrangler and Avenue CX and is sponsored by Heretto, the #ContentOps platform for product, reference, and knowledge content.