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PERSONALISATION AT SCALE FOR FINANCIAL SERVICES
In financial services, it pays to personalise.
Personalisation at Scale: Financial Services Industry Spotlight explores the challenges — and payoffs — motivating financial services providers to accelerate adoption of personalisation programmes. Learn more in this Adobe-commissioned Forrester Consulting research study
Personalisation efforts are paying off for financial services providers, but customer demands are high.
Forrester’s research delivers key findings into personalisation efforts, such as:
- Early personalisation efforts are proving valuable — exceeding initial targets in key areas like revenue, conversion and customer experience.
- Still, just 15% of B2C consumers say financial services providers are meeting expectations.
- To achieve experience excellence, financial services providers must focus on developing personalisation across data, content and omnichannel orchestration.
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Want more than just financial services trends? Get the 2022 Personalization at Scale study.
Uncover the trends driving personalized experiences in 2022 — and how you can stay one step ahead.