Finances are personal. Financial services experiences should be, too.

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Personalisation in regulated industries like financial services is challenging, but it’s not impossible. It starts with managing data in a compliant manner — from how it’s captured, to how it’s protected, to how it’s used.

Read Solving the Personalisation Puzzle to learn about the following:

- Managing data in data management or customer data platforms (DMPs or CDPs)

- Creating compliance review processes to keep your organisation on track

- Using predictive modeling with regulation-appropriate data types


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